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Posts by David Goldner

How to Choose an Investment Manager for Your Nonprofit Organization

If your nonprofit has significant endowments, you likely need an investment manager — unless you have that expertise in house.
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IRA Rollovers: Not as Simple as They Might Seem

Rolling over a company retirement plan distribution into an IRA is usually a good idea. It allows you to defer taxes on the rolled-over balance, and the future income earned on that balance, for as long as the money stays in the IRA. However, the IRA...
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