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IRAs

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Weekend Reading: What You Need to Know About the Confusing Roth IRA Five-Year Rule

If you’re considering converting your traditional retirement account to a Roth IRA, there are tax considerations within the “Five-Year Rule” to be aware of.

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Weekend Reading: Limits of Tax Diversification and the Tax Alpha of Roth Optimization

To Roth or not to Roth? This might be a question you’ve asked yourself before, and upon comparing a Roth IRA to a traditional IRA, what makes the most sense for your hard-earned dollars often comes down to taxes.

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Weekend Reading: Seven Retirement Myths Debunked

Retirement planning legends and rules-of-thumb are plentiful, but do they hold true when it comes to your hard-earned dollars?

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Weekend Reading: The Mysterious Order... of Asset Withdrawal

Which accounts do you pull from first when it comes to your retirement income stream? It’s a question many retirees stress over, but in the grand scheme of things, might not be worth all the worry.

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Weekend Reading: Could SECURE Act 2.0 Fix the Retirement Crisis?

What could SECURE Act 2.0 mean for your retirement strategy?

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Weekend Reading: Worried About Passing Down a Big IRA? Consider a CRT

You might have heard the term 'Tax Time Bomb' and its relation to your IRA, especially after the passage of the 2019 SECURE Act. If you're planning on leaving a legacy to loved ones in the way of your IRA, having control of how those lifelong savings are dispersed has become more complicated. Learn more about how utilizing a Charitable Remainder Trust (CRT) could help maximize the future inheritance for your heirs.