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https://southbayplanning.com/
Last activity: 20.11.2021
Active
Categories: FinTechInsurTechInvestmentManagementPlanning
We help individuals and businesses with financial planning, insurance, and investments.
Likes
364
Mentions
3

Overview

Employees
11-50
Phone
+1 424-322-9119

Mentions in press and media 3

DateTitleDescription
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Nov 20, 2021Roth 401(k): An investment option that can help you create a tax-free income stream in retirementA Roth 401(k) is a type of retirement account offered by employers. It combines elements of a traditional 401(k) and a Roth IRA. Contributions are made after taxes, and post-retirement withdrawals are tax-free. A 401(k) is a type of employe...
What to know about credit default swaps — a type of insurance for certain investmentsIf a negative event — like default — occurs, the CDS seller is required to meet the terms of the contract including paying the investor the principal and any unpaid interest payments the issuer failed to make through the maturity of the CDS...

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