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4408 Spicewood Springs Road
Austin, TX 78759
Telephone: (512) 346-6444

Taxes

The Next Big Target – Your IRAs and 401(k)!

Dear Clients & Friends: I wanted to update everyone on a critically important, and often overlooked, aspect of retirement planning.  While saving for retirement is imperative to achieve long-term financial security, the “savings vehicles” that most Americans use today have serious and significant tax implications that can derail those well intentioned “retirement plans”.  Historically, we…

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