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VLADIMIR KOUZNETSOV, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

Articles

IRA Help

An Inherited IRA

Here are some things to consider when you receive IRA assets.

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Estate Preservation

When a Minor is a Beneficiary

 Some factors for parents & grandparents to consider.

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Tax Information

Tax Efficiency in Retirement

 How much attention do you pay to this factor?

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Investment Advisory Services

Investments

Why You Should Look for a Registered Investment Advisor

Standards matter, especially in wealth management.

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Resources

Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?