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      • November 2019

      • Thu 7

        Annuities… The Good, The Bad and The Truth

        November 7, 2019 @ 6:30 pm
        Apollo Flame Bistro 1025 Brevard Road, Asheville, NC, United States

        RSVP CLICK HERE (CODE YAJPEW)

      • Thu 14

        Annuities… The Good, The Bad and The Truth

        November 14, 2019 @ 6:30 pm
        Apollo Flame Bistro 1025 Brevard Road, Asheville, NC, United States

        RSVP CLICK HERE (CODE YAJPEW)

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      • The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher ReturnsJune 26, 2026
        When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great… Read more: The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
      • Trump Accounts Are Almost Here: What Parents Need to KnowJune 22, 2026
        By Sarah Brenner, JD Director of Retirement Education On July 4, contributions to Trump accounts, a new savings vehicle for… Read more: Trump Accounts Are Almost Here: What Parents Need to Know
      • Weekly Market CommentaryJune 21, 2026
        Happy Father’s Day to all the fathers out there.  The holiday-shortened week brought gains to US equities and saw the… Read more: Weekly Market Commentary
      • 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report MailbagJune 18, 2026
        By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is… Read more: 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
      • Form 8606 and the Pro-Rata Rule: Not the End of the WorldJune 17, 2026
        By Andy Ives, CFP®, AIF® IRA Analyst If a person has after-tax (non-deductible) money in any traditional IRA, SEP or… Read more: Form 8606 and the Pro-Rata Rule: Not the End of the World

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