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ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A CLIENT OR ANY OTHER PERSON OR ENTITY FOR THE PURPOSE OF (i) AVOIDING PENALTIES THAT MAY BE IMPOSED ON ANY TAXPAYER OR (ii) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY MATTERS ADDRESSED HEREIN.
Tag Archives: Traditional IRA
Series. Part 1 of 3. Individual Retirement Accounts: Traditional & Roth
In this series of three, we will look at various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Let’s start with the well-known retirement plans that many … Continue reading
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, Individual Retirement Account, Roth IRA, Traditional IRA
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