Contribution

Reminder to Take Advantage

With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution to your IRA or other qualified account. While you are at it, why not make your 2022 contribution at the same time? That would allow your money to work for you for an extra 12 months! We have several options for contribution types that you may not be aware of and may offer you greater income streams than previous ones. Reach out to us to learn more. 

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Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!