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Roth 401k vs 401k

You can review Roth 401k vs 401k calculator on our site.

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We are a Full Service Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisers with Centaurus Financial Inc., we also offer financial planning and investment advisory services.

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

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