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Frequently Asked Questions

Why do I need an IRA expert?

Retirement investing is tricky. The U.S. government gives you a tax break on your contributions, but it wants its share of the gains, in the form of income taxes, once you begin withdrawing at retirement. There are more than 100 pages of IRS code on IRAs alone, and there are many traps along the way. We specialize in optimizing your IRA to so that you end up with more when you need it, in retirement.

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