Latest
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Everyone Is Talking about Roth IRA Conversions – Here’s Why
Roth IRA Conversions Two reasons to consider a Roth conversion now, plus some traps to avoid.
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Lower Taxes on Required Minimum Distributions
Tax Breaks When you turn 72, you’ll have to start taking minimum distributions from your traditional IRA and 401(k). These strategies will help trim what you owe Uncle Sam.
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Boost Your Retirement Savings for 2021, 2022
Financial Planning The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
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When and Why You Might Consider a Strategic Roth Conversion
Roth IRA Conversions For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
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The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
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Is Deferring Taxes the Best Thing for Your Retirement Savings?
Roth IRA Conversions The tax bill that you’re putting off on your traditional IRA or 401(k) may be higher than you think, especially since it’s looking likely that tax rates could be rising sooner rather than later.
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Your Guide to Roth Conversions
Roth IRA Conversions Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.
