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INVESTMENTS
Start an investment savings account to put extra cash to work
Transfer an investment account for us to manage for you
RETIREMENT
Start a traditional IRA and see if your contributions are tax deductible
Start a Roth retirement account but check if your income allows
Start a spousal IRA retirement savings for the non-working spouse
Transfer an IRA for us to manage for you
Rollover a workplace 401k into a Rollover IRA
FOR KIDS
Start investing for your child with a UGMA
Start saving for college with a 529
Start a custodial Roth for that earned income from a summer job
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