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10B5-1: Insider Trading
Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage? Â No, it's the form you need to pay attention to if you're in a position to worry about insider trading. Â Should you be paying attention to this process? Â Let's take...

The Roth IRA…small peanuts or enormous opportunity?
In episode 2 of Capture the Upside, Kevin and Sean focus is on readying your estate for tax season.