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Serving Clients Above & Beyond

Subsequent to the passing of her husband, a client needed a new car. We helped her identify the vehicle and even went to the dealer with her and helped her negotiate a deal for trade-in.

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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