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(818) 887-6443

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20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

Fall Financial Reminders

As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives: Don’t forget that IRA RMD. If you own one or more traditional IRAs, you have to take your annual required minimum distribution (RMD) from one or more of those […]

Stay Away from My 401(k)

It is no secret that our country’s federal deficit is quite steep, but is retirement savings the correct place to look for money to reduce this problem?  Currently, Congress is strongly considering removing all or part of the tax incentives, including pre-tax contributions, for 401(k) plans. This is viewed as a method to increase federal […]

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