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Financial Planning

  • 401(K): Selection between pre-tax, Roth and After Tax contributions, performance review, selection of investments, Self directed brokerage option
  • IRA, Roth IRA, Spousal IRA, SEP IRA: Which account to chose, performance review, selection of investments
  • Is the HSA a good choice?
  • Education Planning: 529 vs ESA Account, Selection of investments
  • Stock Portfolio review
  • Single Stock Valuation, maybe ESPP

Motiwala Capital