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Year End Tax Planning

Watching my kids trick-or-treat on William Street this past weekend brought back memories of doing the same thing in Vineyard Haven when I was growing up. Now my office is just around the corner, and I’m involved with the Vineyard…

Retirement & 401(k)s

Saving and planning for retirement: 401(k)s and IRAs, Roth conversions and required distributions, retirement income, and the new Trump accounts for children.

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