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About
Jim White
Gillian McCarthy
Caitlin Kempen
Services
Who We Help
Work With Us
FAQs
Blog
Contact
APPOINTMENTS
CLIENT AREA
About
Jim White
Gillian McCarthy
Caitlin Kempen
Services
Who We Help
Work With Us
FAQs
Blog
Contact
MENU
Jim White, CFP®, EA
Understanding the In-Kind Distribution: A Smart Way to Manage RMDs and Taxes
The Comprehensive Guide to Employee Stock Purchase Plans (ESPPs)
The Beneficial Rule of 55 Strategy to Actually Retire Early
Breaking Down Rule 72(t): How to Access Your Retirement Funds
How a Taxable Investment Account Can actually Help You Save Taxes in Retirement
How to Maximize Your Wealth with a Taxable Investment Account
How to Grow More Tax Free Retirement Assets with Backdoor Roth Conversions
The 4 Worst Financial Mistakes, and How to Recover from Them
6 Considerations for Age-Gap Couples to Reach Retirement Success
Looking for the Perfect Retirement Solution? Have You Considered a Cash Balance Plan?
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