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  Personalized Info Sheet Download this if you are making changes to your current information or if you are a new client. Notice of Consent to provide Tax Services  This engagement letter gives us permission to do your taxes. fw4 … Continue reading →

Many IRA owners are aware they can be hit hard with penalty fees if they withdraw money early. Fortunately, there are ways to avoid these fees if an emergency or other qualifying situation arises. Before we begin, let me say … Continue reading →

Question: Traditional IRA vs. Roth IRA – Which is Better Answer: Deciding whether to open a Roth IRA or Traditional IRA is a major decision with potentially large financial consequences. Both forms of the IRAare great ways to save for … Continue reading →