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Apr 30, 2021
7 min

How to Report a 60-day Rollover on Your Taxes

Dec 14, 2020
6 min

You Asked, We Answer: What is Roth IRA Basis?

Dec 11, 2020
7 min

What is a Contributory IRA?

Dec 11, 2020
6 min

How Are Non-deductible IRA Contributions Taxed When Withdrawn

Dec 11, 2020
6 min

Your Questions Answered: What to do with Simple IRA After Leaving Job?

Dec 11, 2020
10 min

How Many IRA Can You Have?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CO, DC, FL, GA, HI, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WV.

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The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

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