Resources

We provide access to educational guides and resources that can help put financial freedom within reach.

Article

The Hidden Costs of Using a Self-Directed IRA for Real Estate

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Article

The Tax Treatment of CDs and Bank Accounts: A Commonly Overlooked Consideration

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Article

The 4 Potential Retirement Killers: Taxes, Risk, Saving Money, and Lack of Urgency

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Article

Get Ready for Tax Season – Key Resources & Important Dates

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