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Avoiding Hazardous Investments

One of our clients was looking to invest a large amount of money in what we strongly suspected to be a Ponzi Scheme. Despite our recommendation, the client invested a small sum of money. A few months later, it came out that the whole thing was a scam. The client lost some money, but would have lost a great deal more if he had not heeded our advice.

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How Does a Mega Backdoor Roth Work?

For high-income earners, funding tax-free retirement accounts, like a Roth-IRA, may not be an option.  Enter the mega backdoor Roth; an opportunity to fund retirement