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Retirement Analysis

Request a complimentary retirement analysis and we’ll help you understand where you stand today, and how you can build a successful lasting retirement.

Planning for Retirement – Thursday, June 28th

Whether you have a plan or are just starting, this complimentary workshop will help you understand how to create the retirement you desire.   Shane and…

Topic of the Week

Can the IRS Waive the 60-day IRA rollover deadline?

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in time, the tax impact can be … Read More