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These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.
March 6
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How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.
February 27
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How a couple wrote off cat food and other breaks that boosted refunds. Plus, how charity counts toward an IRA withdrawal.
February 14
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There are ways around having to pay as much as a 50% penalty. Plus, inheriting Roth IRAs and designing more efficient retirement portfolios.
January 31 -
Moving investments into these accounts may optimize returns and boost savings. Plus, know your IRAs and the impact of Trump's proposals on income brackets.
January 25 -
Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.
January 17 -
The amount a client gets back from the government can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.
January 10 -
Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.
January 4
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How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.
December 27
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Here's how clients can boost their returns before the president-elect enacts the reforms he's promised.
December 19
