Latest
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Converting Retirement Savings to a Roth IRA? Don't Do This
You might want to convert all of your savings to a Roth in one go, but you could end up paying hundreds of thousands more in taxes than you have to.
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What Is Your 'Enough Is Enough' Number for Retirement?
Chasing a 'magic number' for retirement can be anxiety-inducing. Instead, build your plans around a personal number that reflects your individual circumstances.
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California Wildfires and Insurance: Looking for Help
Los Angeles-based insurance expert Karl Susman shares the view from his agency’s office as all hands are on deck to help their policyholders.
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Who Are the Best Small Online Brokers?
online brokers Small online brokers like Robinhood have shaken up the market for the bigger players. How do they actually stack up?
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Want to Write a Book? An Expert Shares What You Need to Know
Professional ghostwriter poses some important questions that any would-be author might want to consider before diving into such a challenging task.
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Asset Protection for Affluent Retirees in 2025
Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.
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The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
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A Strategic Way to Address the Tax-Deferred Disconnect
What you don't know could cost you a fortune. Here's how to make the most of a tax-deferred retirement account and possibly save your heirs a bunch on taxes.
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Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
