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The Trump Account Tax Catch Parents Need to Understand
📘 Download our Tax-Smart Retirement Workbook: https://bocaretirement.com/retirement-workbook/ The government may contribute $1,000 to a Trump Account for an eligible child—but does that mean paren…
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VideoCan an Inherited IRA Stretch Beyond the 10-Year Rule?
Could your heirs have more than ten years to draw down an inherited IRA? A lesser-known beneficiary strategy may extend the distribution period in certain situations, but it comes with tradeoffs an…
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VideoAre You Building Wealth Like a Redwood, Pear Tree, or Bush?
What if your wealth strategy could be explained by three types of plants: a redwood, a pear tree, and a bush? Each represents a different approach to building, diversifying, and preserving wealth.…
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VideoDid the Bond Market Break the 60/40 Portfolio?
Did the traditional 60/40 portfolio stop working? After stocks and bonds struggled at the same time, many investors were left wondering whether diversification still offered the protection they exp…
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VideoDoes Inflation Rise When You Retire? How to Protect Your Portfolio
Does inflation somehow rise when you retire? It can certainly feel that way when healthcare, housing, insurance, travel, and everyday expenses no longer seem to match the inflation rate in the head…
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VideoAre You Better Paying Off Capital Gains Tax Now?
A large investment gain can make rebalancing feel too expensive. But avoiding capital gains tax today does not always lead to the best long-term outcome. In this video, Hunter Brockway with Boca Re…
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VideoHow Many Social Security Myths Do You Believe In?
Social Security is one of the most valuable retirement benefits most Americans will ever receive, yet it's also one of the most misunderstood. Small misconceptions about how the system works can le…
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