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What if I told you there was an investment tool that allowed you to save money for retirement, allowed the money to grow tax-free, and that the income generated during retirement was also tax-free?  You would probably think it was too good to be true or you might ask what the “catch” was.  If you […]


Higher Taxes and Reduced Benefits are Your Future

by TheProAdvisor on October 19, 2010

I want you to honestly ask yourself two questions: First, are taxes likely to be higher or lower in the future? Second, are government benefits likely to be larger or smaller in the future? I think most Americans would agree that based on the current economic situation and government spending, that taxes must rise in […]


Qualified, Non-qualified, and ROTH – What’s the Difference?

August 26, 2009

When it comes to investments, there are generally two types – Qualified and Non-qualified.  So what exactly do these two terms mean?  They specifically relate to the tax treatment of the investment, or in simpler language, how the investment is taxed. A Qualified investment is one where the taxes on the invested dollars and interest […]

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