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STA In The News

TheFiftyPlusLife.com
Should You Pay Off Mortgage Before You Retire?

Most people would be better off not having mortgages in retirement. Relatively few will get any tax benefit from this debt, and the payments can get more difficult to manage on fixed incomes. But retiring a mortgage before you retire isn’t always possible. Financial planners recommend creating a Plan B to ensure you don’t wind up house rich and cash poor

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Investopedia
How can I start an IRA for my child?

The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until retirement, since it provides tax-free withdrawals if you wait to withdraw funds until after age 59.5.

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Investopedia
How do I roll over a Simple IRA to a Roth IRA?

If you leave your job and a Simple IRA behind, you have the option to roll over the Simple IRA balance to a Traditional IRA, another Simple IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.

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Investopedia
If am starting a limited liability company (LLC), can I open a SEP IRA?

In a word, yes. A limited liability company (LLC) is eligible to establish a simplified employee pension (SEP). Keep in mind that plan contributions (including SEPs) are usually based on W-2 wages if the business is a corporation. This means that you may need to pay yourself W-2 wages in order to be eligible to receive an SEP contribution from the business. Check with your tax professional to be sure.

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Investopedia
What is a convertible insurance policy?

convertible insurance policy is a term usually related to life insurance. To understand a convertible policy, you must first understand term and universal policies.

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Forbes
14 Ways To Successfully Balance Spending And Saving In Your 30s

Many individuals reach significantly higher levels of earning — and spending — in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.

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Houston, TX 77024

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Sugar Land, TX 77478

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