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Keating Premier Platform
Exclusive K&A Services
The Entrepreneur Navigation System
Wealth Planning Solutions
Retirement Plan Resources
Keating Premier Platform - 401(k)
Nationwide - 401(k)
John Hancock - 401(k)
Raymond James Investor Access
Converse Team Educational Videos
Charity / Donations
Business Retirement Plans / 401K
Who are we?
Why do Educational Videos?
Is a Pre-Tax or Post-Tax IRA Better for Me?
What is a Traditional IRA
What is a Roth IRA?
What is a Back-Door Roth IRA?
Smart Tax Planning Solutions for Non-Deductible Assets in IRAs
529 Plans - College Savings
Charitable Giving - Like a Boss
What is the Legacy of a Donor Advised Fund?
Gifting of Appreciated Assets
Solo 401(k) / Uni(k)
Simple IRA (SIRA)
Cafeteria/Full Flex Spending Accounts
Cafeteria/Dependent Care Only