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Frequently Asked Questions

Please reach us at  if you cannot find an answer to your question.

All you need to do is request distribution paperwork from the company where you worked. Then decide on the financial institution you want to work with and open an IRA. I would be happy to walk you through the process free of charge. 


It really depends on your personal tax situation and whether you want a tax break now or in retirement? I can help you decide which is better for you.


Yes, everyone will be more successful with a financial plan. Please contact me for a free one hour consultation.


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