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    • Weekly Market CommentaryAugust 29, 2026
      Markets ended the week mixed as investors assessed the implications of the US economic isolation of Iran, the fallout of… Read more: Weekly Market Commentary
    • Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report MailbagAugust 27, 2026
      By Sarah Brenner, JD Director of Retirement Education Question: Can I convert my traditional IRA to a Roth IRA even… Read more: Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report Mailbag
    • The Retirement Expense Many Families Forget to Plan ForAugust 27, 2026
      Why Long-Term Care Deserves a Place in Your Financial Strategy Most people spend years preparing for retirement. They estimate how… Read more: The Retirement Expense Many Families Forget to Plan For
    • IRS Issues Guidance on Permissible Trump Account InvestmentsAugust 26, 2026
      By Ian Berger, JD IRA Analyst One of the most important features of Trump accounts is that they must be… Read more: IRS Issues Guidance on Permissible Trump Account Investments
    Advanced Retirement Planning

    Advanced Retirement Planning

    Helping individuals and families prepare for retirement with thoughtful financial planning, insurance strategies, and personalized guidance.

    Licenses

    Arizona

    License #917999

    Nevada

    License #72614

    California

    License #OC87085

    Office Locations

    Arizona Office

    615 W. Deer Valley Road, Suite #117
    Phoenix, AZ 85027

    Las Vegas Office

    330 E. Warm Springs Road
    Las Vegas, NV 89119

    California Office

    4505 Las Virgenes Road, #108
    Calabasas, CA 91302

    Contact Information

    Phone

    (623) 889-3403

    Fax

    (623) 889-3399

    Email

    wmspar@arptaxpro.com

    Sister Company

    ARP Tax Pro

    Professional tax preparation and planning services through our trusted sister company.

    Visit ARP Tax Pro →
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