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Financial Planning / Tax Strategies


Subject:  Pitfalls Rolling Indiv. Ret. Acct to Datek IRA Date:  11/3/1998  9:30 PM
Author:  edrohr Number:  6106 of 127546

Background: Rolled my AMEX pre-tax w/employer contrib. to Fidleity Inv. Mutual Fund Ind. Retirement Acct. in 1994. Graduated Motley Fool Workbook and Motley Fool Investment Casette tape 11/98.
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