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Answers to such questions as am I saving enough? Should I use a Roth or Regular IRA? How much will I need? can be estimated with financial calculators.

Historical stock quotes, used for calculating a stepped up basis, can be found at Microsoft Investor, be sure to go to File | Export to export the historical information directly to Excel.

IRA's can be a great tool to advance your retirement goals, learn about your Roth IRA options here.

 

 
This information is published for the use of our clients, advisors and friends. The technical information they contain is necessarily brief. No final conclusion on these topics should be drawn without further review and consultation. For additional information, please contact our firm.