Archive | Around the Bend.

Around the Bend.
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Roth IRARoth IRA

Using Visuals to compare strategies

Check out this video for how we use visuals to help clients.

Rob Bacharach

HSAHSA

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Why is the H.S.A such a dominant tool for tax planning?

Don't Leave Money On The Table

Rob Bacharach

3 Money Myths

Don't Get Caught

Rob Bacharach

Can You BACKDOOR Roth?

See if you can use this strategy

Rob Bacharach

Where Should My Next Dollar Go?

Easy to use flowchart

Rob Bacharach

ROTH IRA vs. TRADITIONAL IRA (2023)

Easy to use flow chart.

Rob Bacharach

High Interest Rates - Issues To Consider When Buying A Home

A Checklist of Items to Think About When Buying Real Estate Today

Rob Bacharach

The U.S. Credit Downgrade

August Client Memo

Rob Bacharach

Life Cycle of A Bull Market

July Client Memo

Rob Bacharach

4 No-Brainer Tax Savings Tips

For Automotive Sales Professionals.

Rob Bacharach

The MEGA Backdoor Roth

Is it for you?

Rob Bacharach

Financial Stress & Employee Retention

How to bring them together.

Rob Bacharach