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Articles Posted in Roth IRA; Estate Planning; Retirement

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Balancing Retirement and Estate Planning in Houston: Can a Roth IRA Help?

The question of which investment accounts you should tap first in retirement can often be a tricky one. But it gets even trickier if your goal is to leave money to heirs. How do you balance retirement with your estate planning goals? After all, even if you plan to leave it all…

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