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Positioning the Legislative Risk with Your Clients

Congress is debating trillions of dollars in new spending - along with significant changes to IRAs, 401(k)s, and Roth accounts.

In this special White Paper, Stonewood CMO Becky Swansburg shares her analysis of recent tax and spending bills and how they may impact your clients

Becky spent her early career in Washington, D.C. working in the White House and on Capitol Hill.

 


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