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Happy Senior Couple


We offer retirement consultation as free-standing services at $65 an hour where we will discuss the various employment-based retirement plans such 401(k); SIMPLE IRA; and Individual Retirement Accounts (IRAs) including a traditional IRA, ROTH IRA, and non-deductible IRA.  All of these retirement accounts have different income limits and phrase-out rules.  We will formulate a plan to start or to increase the current contributions to these plans in order to create and maintain wealth. 

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