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About Us Our Firm Meet The Team Our Story Why we believe “Keep It Simple” is the best philosophy Location Get In Touch How We Can Help Tax-Focused Retirement Planning First Generation Wealth Builders Our Investment Philosophy Services and Fees Simple+ Financial Planning and Wealth Management Keep It Simple Financial Plan Simply Investments Advisory Service Simply Employee Benefits Plan Services Simply Technology and Education Subscription Simply Seminars and Speaking Engagements FAQ Blog

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How To Minimize Taxes On Retirement Withdrawals Pt. 1

Taxes, Retirement PlanningDorima HamiltonNovember 18, 2020Video

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Should You Consider Doing a Roth Conversion?

Investing, Taxes, Retirement PlanningDorima HamiltonDecember 2, 2020Video

Qualified Opportunity Zones: What are they and how can you benefit from the tax advantages?

InvestingDorima HamiltonNovember 11, 2020Video

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