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Wealth Matters: Your Golden Window

Why is this window of time so golden? Because of taxes.

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Wealth Matters: Laid off? Maybe you can retire

Laid off in your 50s or 60s with $1M+ saved? You might never need to work again

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“Yes, but I have something he will never have—enough!” ~ Joseph Heller, Author of Catch-22

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Think of a 530A account as a “starter IRA” for children.

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Oh to be independently wealthy… wouldn’t it be nice!

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Taxes are likely your largest lifetime expense, very likely.