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New reporting requirements allow the feds to focus on hard-to-value holdings in order to boost taxable required minimum distributions.
April 27 -
In certain circumstances, a Roth IRA conversion can incur an immediate tax liability but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible in practice it's often the optimal strategy.
January 19
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Though private, non-traded REITs have very high loads and ongoing expenses, low cost REITs can have a place as alternatives in our clients' portfolios.
July 7
