Carrie Sax

Business documents and a note with the words

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Using ESOPs to Exit Your Business

If you're looking to exit your business without selling it on the...

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Required Minimum Distributions (RMDs) are the minimum amounts that retirement plan owners must take...

Mega Back Door Roth Options

Roth IRAs are a great way to save for retirement, but eligibility is limited to those under a...

Is Now the Right Time to Buy a Home?

After bottoming at 2.65% in January 2021, thirty-year mortgage rates have more than doubled to over...

How to Maximize Your 401k

The amount of money in your portfolio when you leave the workforce can mean the difference between...

Can I Afford to Take a Sabbatical?

It’s been a tough few years to say the least. Record numbers of employees are quitting their jobs...