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Wardlaw Wealth Management LLC

200 W. Highway 6 Suite 614
Waco, TX 76712

Phone:

254-776-5310

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Man next to the Wall Street Charging Bull statue

Trevor P. Wardlaw

Investment Advisor Representative

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Photo Location:

Wall Street Bull Bronze Sculpture

Bowling Green Park

Lower Manhattan

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck