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The Actions you take TODAY will have a DIRECT EFFECT on your retirement.
Did you know that you can you can move funds from your company retirement plan to a Self-Directed Individual Retirement Account?
This is what is known as an “in-service” rollover and is often an overlooked opportunity.
Interested in talking about your specific situation?
To set up a 15 minute phone call
https://calendly.com/tonydesantis
FORBES.COM
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Maximize potential tax savings by taking action before April 15.
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Your second stimulus check may be delayed if you changed your bank or moved