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713-621-1155
  • Home
  • About AHC
    • Firm Overview
    • Our Team
      • Principals
      • Client Relations Team
    • Careers
  • Client Services
    • Portfolio Management
    • Financial Counseling
    • Fee Schedule
  • Resources
    • Newsletters
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Tag Archives: retirement planning

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Reorganizing a Formulaic Portfolio To Meet Actual Retirement Needs

BlogBy AHCAdminMay 3, 2018

I have to admit this is a growing point of contention for me in the financial services industry.  I came across a 401(k) plan the other day for a person in her late sixties who has had a very successful career.  She asked our advice about rolling over her 401(k) to an IRA.  As we…

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