Roth Conversions: What to Consider
Roth Conversions: What to Consider A Traditional IRA is an important part of retirement planning. Tax planning is an important component as well. That’s where a Roth conversion can come into play. Traditional IRA A...
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How Should Millennials Prepare for a Generational Wealth Transfer?
How Should Millennials Prepare for a Generational Wealth Transfer? Soon the Millennials will be able to afford all of the avocado toast they want. Baby Boomers are set to pass more than $68 trillion to...
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Should I Maximize My Cash Savings?
Should I Maximize My Cash Savings? With rising inflation, 6.5% at the time of writing, and interest rates, people are wondering if they should make a move with their emergency funds or savings accounts that...
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Roth 401(k) Versus Traditional 401(k)
Roth 401(k) Versus Traditional 401(k) More and more employers are offering a choice between a Roth 401(k) and a Traditional 401(k). What is the best choice? We’ll explore the differences between the two retirement accounts....
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The Secure Act 2.0 and Its Impact on Your Retirement
The Secure Act 2.0 and Its Impact on Your Retirement With the clock ticking fast on 2022, President Biden signed the omnibus spending bill into law on December 29, 2022. Part of that bill includes...
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Stuck in the Middle: The Sandwich Generation
Stuck in the Middle: The Sandwich Generation Parenting children of all ages has its challenges, but research shows that children aged 12 to 14 are the most difficult. Unfortunately for some parents, this difficult age...
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Are Qualified Charitable Distributions Right for You?
Are Qualified Charitable Distributions Right for You? It’s always great when you find a tool that can do two jobs at once. Do you want to save on taxes? Is charitable giving one of your...
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How to Maximize Your Impact with a Donor-Advised Fund
Many of us have causes that we care about and charities that we want to support. And it’s been found that making charitable donations, be they donation of your money or your time, makes us...
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Retire Early with the Rule of 55
The IRS has a lot of rules, as anyone who has ever tried to do their own taxes knows! And most of those rules are annoying and cost us money. But there is one IRS...
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