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OUR GUIDES

Learn More About Your Financial Journey

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At Solera we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

Tax Planning Guide

Your Roadmap To Reduced Taxes This Year And In The Future

After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
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Your Guide To Roth IRAs

Conversions and Advanced Tax Planning

Firstly, an IRA is an investment account that you own that typically holds stocks, bonds, mutual funds, ETFs, and more. It is structured and regulated with limitations and tax advantages for using the account to grow a fund that is then used to provide you income in retirement. The Roth IRA is a tax-advantaged retirement account, but some of its tax advantages are structured differently than the Traditional IRA.
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