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Wootton Financial
The “Mega” Backdoor Roth 401(k) Conversion Explained
The “Mega” Backdoor Roth 401(k) Conversion Explained
Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re...
Wootton Financial: Navigating Economic Declaration
Navigating Economic Declaration
2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...
What are Your Biggest Financial Concerns?
What are Your Biggest Financial Concerns?
In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....
No! Your Home is not an Asset
No! Your Home is not an Asset
Despite what most people think, your home is not an asset, at least not until you sell it...
Preparing for Retirement has Changed – Have you?
Preparing for Retirement has Changed – Have you?
It’s a hot summer in Texas right now. I mean, it’s real hot and the humidity...
Banks, Poor Cash Rates and an Alternate Solution
Banks, Poor Cash Rates and an Alternate Solution
While many of the people we see are younger and wanting to get an informed head...
Career
The “Mega” Backdoor Roth 401(k) Conversion Explained
The “Mega” Backdoor Roth 401(k) Conversion Explained
Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re...
Finances
Wootton Financial: Navigating Economic Declaration
Navigating Economic Declaration
2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...
Business
What are Your Biggest Financial Concerns?
What are Your Biggest Financial Concerns?
In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....
Finances
No! Your Home is not an Asset
No! Your Home is not an Asset
Despite what most people think, your home is not an asset, at least not until you sell it...
Finances
Preparing for Retirement has Changed – Have you?
Preparing for Retirement has Changed – Have you?
It’s a hot summer in Texas right now. I mean, it’s real hot and the humidity...
Career
Banks, Poor Cash Rates and an Alternate Solution
Banks, Poor Cash Rates and an Alternate Solution
While many of the people we see are younger and wanting to get an informed head...
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