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How to Be a Tax-Fee Millionaire

How to Be a Tax-Fee Millionaire

If there was a way for you to become a tax-free millionaire, do you think that would be something you’d want to know about? The good news is that there is a retirement vehicle that was designed to incentivize Americans to save toward retirement by allowing...
How to Build a Better Retirement in 2017

How to Build a Better Retirement in 2017

It’s the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings...
Everything You Need to Know About IRAs

Everything You Need to Know About IRAs

How much do you really know about IRAs? We all know that saving for retirement is important, but with Traditional, Roth, SEP, SIMPLE, and more IRA options available, it’s easy to get confused. How can you be sure that you’re choosing the right one? If you’re not...
12 Mistakes to Avoid Making With Your IRA

12 Mistakes to Avoid Making With Your IRA

Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make — and how you can avoid them. This episode was inspired by an...