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Are Rates Too High? History Suggests Not
Interest rates, mortgage rates, and inflation have been a big topic of conversation since the last quarter of 2021. We hear friends, colleagues, and news

The Mega Roth – $73,500/Year Into a Roth IRA
The Mega Roth – $73,500/Year Into a Roth IRA A mega backdoor Roth is a little-known strategy allowing you to save $73,500 ($66,000 if under

FDIC Insurance: What It Is, How It Works, and Why It’s Important for Your Financial Security
Are you worried about the safety of your hard-earned money in a bank? With the recent news of the collapse of Silicon Valley Bank and

$382,500/Year In Tax-Deferred Retirement Savings
$382,500/Year In Tax-Deferred Retirement Savings Small business owners should be considering every option for reducing taxes and saving for retirement. This is a must read

Unlock the Secret to Tax-Free Retirement Savings with Backdoor Roth Contributions
The Backdoor Roth Contribution is a financial strategy that allows high-income earners to contribute money to a Roth IRA, even if they make too much

Roth Conversions: 2023 is a Great Opportunity
After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this: Cheaper