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Massive 401(k) Losses?- Not Really
A client asked me to look over his 401(k) portfolio. He was quite disturbed over the losses in his account. He agreed to pay me my hourly rate for one hour just to…
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Build Wealth with the Social Security Reset Option
As part of a strong retirement plan to build wealth, you hope to achieve income from taxable (401K plan), tax-free (muni-bond type), and tax advantage funds (capital gains) in addition to social security. Many…