Latest
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How a Backdoor Roth IRA Works (and Its Drawbacks)
High earners can get around income limits on Roth IRA contributions by converting other IRA accounts to Roths, but there are some caveats.
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Do You Have at Least $1 Million in Tax-Deferred Investments?
If the answer is yes, then this article is for you. Find out how you can keep more of that $1 million for yourself and away from Uncle Sam.
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Three Ways You Can Cut the Tax Stress of RMDs
You have to take them, but there are strategies you can apply to prevent required minimum distributions (RMDs) from stressing you out in retirement.
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Six Reasons a Roth IRA Conversion Makes Sense
Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.
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Three Ways You Can Take Advantage of Extended RMD Ages
The extra time, thanks to the SECURE 2.0 Act, can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs) and reduce taxable accounts sooner at lower tax rates.
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What You Can Do Now to Avoid Paying Higher Taxes in 2026
Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025, but steps you take now could put you in a better financial position.
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
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Weighing a Roth Conversion? Don’t Overlook These Five Factors
Conversions to Roth IRAs can have wide-ranging consequences on your finances, so look at the big picture before you make your move.
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Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.
