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Articles

Aaron Ammerman | Oct 28, 2021

What are the Benefits of Roth Contributions?

αlpha Sound Bites

Have you ever wondered what the differences between Roth and pre-tax contributions are? Greg Turcotte of Alpha Financial Partners explains the benefits of

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Aaron Ammerman | Oct 28, 2021

What are the Benefits of Pre-Tax Contributions?

αlpha Sound Bites

Have you ever wondered what the differences between Roth and pre-tax contributions are? Greg Turcotte of Alpha Financial Partners explains the benefits of

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Aaron Ammerman | Oct 28, 2021

How to Start a 401(k)

αlpha Sound Bites

Have you heard about 401(k) retirement accounts but don't know where to begin? Greg Turcotte of Alpha Financial Partners explains how to start investing in your

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Aaron Ammerman | Oct 28, 2021

Why Start a Solo 401(k) Plan?

αlpha Sound Bites

Do you qualify for a solo 401(k) plan? Watch this video to find out! There has been no better time to start a solo 401(k) plan than now because of the tax

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Aaron Ammerman | Oct 28, 2021

What is a 403(b)?

αlpha Sound Bites

Aaron Ammerman of Alpha Financial Partners shares about 403(b) plans. A 403(b) is very similar to a 401(k) plan and is a retirement plan for non-profit

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Aaron Ammerman | Oct 1, 2021

Cybersecurity Best Practices Checklist

Cybersecurity
Cyber Theft

Cybersecurity Best Practices Checklist

Use this checklist to review and strengthen your plan’s cybersecurity.

Familiarize yourself with legal issues.

  • Learn
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Aaron Ammerman | Sep 15, 2021

How to Tame Health Care Costs When You Retire

Health Care
Health Savings Accounts
Health
Retirement
Advance planning is critical and may help lower costs. Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of
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Aaron Ammerman | Sep 13, 2021

Remember This When Investing...

αlpha Sound Bites

Have you considered investing in the stock market? Marc Cobane of Alpha Financial Partners offers a couple pieces of advice on investing.

1. Have a Long-Term

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Aaron Ammerman | Sep 13, 2021

How Much Can I Put in My 401(k)?

αlpha Sound Bites

Have you ever wondered how much of your income you can put in a 401(k)?  Greg Turcotte of Alpha Financial Partners explains the employee and employer

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Aaron Ammerman | Sep 13, 2021

401(k) Plan Tax Credits

αlpha Sound Bites

Are you a business owner or human resources professional?  Are you in charge of your company's corporate retirement plan?  Does your company offer a 401(k) plan

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Aaron Ammerman | Sep 13, 2021

Roth 401(k) vs. Roth IRA?

αlpha Sound Bites

Have you decided that you want to contribute to retirement but aren't sure whether to invest in a Roth 401(k) vs. Roth IRA?  
Greg Turcotte of Alpha Financial

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Aaron Ammerman | Sep 13, 2021

When Should I Start a 401(k)?

αlpha Sound Bites

Does your company offer a 401(k) but you aren't sure if you should contribute to it?  Greg Turcotte of Alpha Financial Partners explains when the best time to

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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