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Ask an Advisor: I Want to Roll Over $60k to a Roth, But Need Help Tax Planning. Can I Offset Part of My Tax Bill By Donating Some of the Money?
I’m interested in converting a traditional IRA into a Roth IRA and want to know if taxes are due at time of the rollover. Currently, I have $95,566 in a traditional IRA and would like to roll over $60 ...
The unique steps millennials, Gen X, and boomers can take to prepare for the 'fragile decade' around retirement
Regardless of your age, you want to prepare for the "fragile decade," which is the five years before retirement and the five ...