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Some Frequently Asked Questions

Unemployment Identity Theft

Unemployment Fraud is on the rise across the country and it’s been said that we should expect to see an increase in these types of crimes in the months ahead.  This is a form of identity…

Understanding Employee Stock Options

What are my options?  Employee stock options can be a great way to build long term wealth and participate in the growth of a company.  However, when it comes time to utilize those options there can…

How is a Roth IRA different from a regular IRA?

Both Roth IRAs and Traditional IRAs are great ways for individuals to save for retirement with tax breaks to incentivize doing such. There are several differences between a Roth and traditional IRA such as a Roth…

Can I Own Real Estate in my IRA?

The quick answer is: yes, you can hold real estate in an IRA. However, a better answer is: yeah, but there is a catch, if not catches. First, your IRA cannot buy property from or sell…

How Much Money Should I Have for Retirement?

There isn’t a ‘one-size fits all’ amount you should save for retirement. There never has been and never will be. People are different. They have differing definitions of retirement, spending patterns, priorities, number of beneficiaries, etc.…