Posts tagged Tax Cuts and Jobs Act of 2017
To Convert or Not To Convert: Taxation Is The Question

Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.

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Roth Conversion: Wrap Up Your Tax Year

Pay the IRS a tax for the gift of tax-free retirement growth.

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Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

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