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How to Avoid Sinking Your Financial Ship

By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.
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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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