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Special Reports

The Four Percent Rule: Does It Still Work?

For years, financial planners recommended drawing up to 4% of your accounts in retirement. In today's era of low interest rates and stock market fluctuations, does this still work? Check out our special report!

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Three Retirement Opportunities to Consider: Funding Your Retirement Plan, Custodial and Backdoor Roth IRAs

When you're planning for retirement, there are some options to consider. Funding your retirement plan is obvious, but what about a Roth IRA for your kids? And what about a Roth IRA for you, even if you make too much money? Check out our special report!

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Back Door Roth IRA

The Back Door Roth IRA is a strategy that can help some higher income earners to participate in Roth IRAs. Will this strategy work for you? Get our special report to find out.

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ID Theft

ID Theft costs Americans millions of dollars a year. Get our special report to see what steps you can take to reduce your exposure!

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