Mark Stein
Latest articles by Mark Stein
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Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
Financial Planning Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
By Mark Stein • Published
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Medicare Now Covers Telehealth, Thanks to This Pandemic
retirement Many private health insurers have offered telehealth for several years, but Medicare lagged behind covering the service.
By Mark Stein • Published
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What Retirees Must Know About Telehealth
retirement The coronavirus has elevated the benefits and potential savings of telehealth like nothing before.
By Mark Stein • Published
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A Penalty-Free Route To Tap an IRA
retirement The SEPP strategy lets IRA owners avoid the early-withdrawal penalty by taking equal payments for at least five years or until the owner turns 59½.
By Mark Stein • Published
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Sizing Up the Value Of an Art Collection
retirement Invest time now to decide where your collection goes, or if it's divested, donated or given to your heirs after you die.
By Mark Stein • Published