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Tag: Roth IRA

40 results found
episode

Building Your Dollar Army

We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one…

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episode

End of Year Tax Planning

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

Timeless Tips and Tax Advice

Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it…

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episode

Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

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episode

Roth Conversion: In-Depth Analysis

Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and…

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episode

Year-End Clean Up

As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems…

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episode

“Dead Ideas” Living On

How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t…

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episode

Why a Roth 401k May be Your Best Bet

If you have been listening to this show for any length of time at all, you have no doubt heard…

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episode

Are Tax-Deferred Savings a Ticking Time Bomb?

"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring…

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episode

Prioritize Retirement Savings and Where to Invest Cash

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax…

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