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Avoid These Mistakes When Passing Your Roth IRA to Heirs

Avoid These Mistakes When Passing Your Roth IRA to Heirs

Roth IRAs have become increasingly popular over the past several years because they provide tax-free growth and an opportunity to pass along the account to a spouse, children, or other loved one when the initial owner dies. However, the person who established the account must avoid certain mistakes to ensure their heirs don’t get stuck …

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Millennial Investors Prioritize Investments that Make a Social Impact

Millennial Investors Prioritize Investments that Make a Social Impact

Millennials, the generation of people born roughly between 1980 and 2000, often get a bad rap in the workplace by older workers who see them as entitled and lacking a work ethic. The truth is that people from approximately 19 to 39 years old work as hard as anyone else does. It’s just that they …

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3 Big Mistakes that Lead to Small Business Failure

These 3 Big Mistakes Lead to Small Business Failure

Perhaps you have heard the statistic that 50 percent of new small businesses fail within the first two years of operation. The Small Business Association (SBA) states that the figure is only 30 percent. However, it does jump to 50 percent by five years and nearly two-thirds of small businesses close within 10 years. If …

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