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Dollars and Diagrams

Should You Diversify?

They are certain benchmarks when it makes sense to sell stocks, these are protections so that you don’t own too much of one company. Are you too concentrated in one stock?

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Dollars and Diagrams

Understanding Early Roth IRA Withdrawals

Early withdrawals from a Roth IRA may trigger a 10% IRS penalty tax if made before age 59 ½ or within 5 years of account opening, emphasizing the need to consider individual circumstances and potential penalties.

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