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Roth Conversions- Do They Make Sense?

Is a Roth Conversion for you? Imagine having a retirement account where the proceeds are entirely tax-free!   You can “convert” funds from a pre-tax…

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Elimination of the Stretch IRA

What is a Stretch IRA? The term refers to your beneficiaries taking Required Minimum Distributions (RMD’s) from an Inherited IRA or 401k over extended periods…

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