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Tag Archives: liquidity event

  • Client Case Study I

    Client Profile: Husband and wife within 5-7 years of retirement. Husband is self-employed and wife is a full-time employee with good benefits. She has consistently participated in company sponsored 401k plans and he established an individual IRA prior to running his own business. He is the sole employee of his own company. Over the course of their careers, they have…More ›