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Daily Archives: July 25, 2023

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Robbing Your Retirement to Fund Your Business Startup

Business Owner/Self Employed, Case Study, Featured, RetirementBy Editorial TeamJuly 25, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap into his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow.

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