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Tax Advantaged Investments

The largest expense of any investment is taxes!  Nothing slows your savings growth more than taxes.  For that reason, we focus on tax advantaged investments to accelerate your savings growth.  Tax advantaged investments include 401Ks, Regular IRAs, Roth IRAs, other tax advantaged retirement plans, real estate, REITS, pass-through entities that qualify for a 20% deduction beginning in 2018, college funds, health savings plans, annuities, living benefit plans, and investments in treasury bills, and municipal bonds, just to name a few.