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Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.

Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.

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Meredith Minute - Roth IRA Conversions

Meredith Schneider, CFP®
Oct 27, 2023
0 min read

https://video.wixstatic.com/video/7d7bcf_3739f4b3d13147c3b38ef4c2dc721cb3/480p/mp4/file.mp4

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