Along with everybody else, we are looking forward to the end of 2020. Here are some financial items worthy of your consideration.
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If you have funds in a traditional, rollover, or SEP IRA, now may be a good time to consider a Roth conversion, especially if your 2020 income will be lower
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A recent paper from Vanguard sheds light on when it makes sense to transfer funds from a traditional IRA to a Roth IRA (a Roth conversion). Recall that
After much political drama and grandstanding, the GOP’s Tax Cuts and Jobs Act is now officially the law of the land, taking full effect in 2018. We won’t bore