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ROTH VS. TRADITIONAL IRA...8 Important Comparisons

Roth vs. Traditional IRA 8 Important Comparisons Roth vs Traditional IRA? Deciding which retirement account type may fit your needs is an important step in retirement planning. The comparisons below provide an overview of the differences…

Mortgage Payment Hurts Retiree Options

What a difference having a mortgage payment makes regarding your retirement plan affordability! Did you refinance your home loan for thirty years to take advantage of historically low mortgage rates? If so, you may be locked into a mortgage…
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Your IRA or 401k Balance is Not all Your's

Your IRA or 401k is partially yours and partially the property of the IRS. Unfortunately, the IRS doesn't tell you what they get until you make a withdrawal. RETIREMENT PLAN REALITY CHECK IRA Balance               Marginal Tax Rates…