Latest articles by Keith Singer, CFP®, Attorney
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Don’t Be Tricked Into Voluntarily Paying Higher Taxes on Your IRA
IRAs Traditional IRAs are set up in a way that basically incentivizes you (and your heirs) into paying the highest tax bill possible. Don’t fall for it. Consider a Roth conversion instead.
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Less Volatility Equals Greater Reliability in Retirement Portfolio
insurance Chasing high market returns is always a risky proposition, and if you're approaching retirement, it could be a losing one as well.
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Ignore Your Gut Instincts When Investing
Investor Psychology If you’re like most people saving for retirement, your gut may very well steer you wrong.
Investor Psychology
