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Financial Planning Fridays #53: Roth Conversions

This week we wanted to show you how Roth Conversions may save you taxes, potentially add a huge amount to your future wealth, and increase the chances to reach even more of your goals in retirement. A Roth Conversion is when you move funds from your IRA to a new or existing Roth IRA. The […]

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Financial Planning Fridays #6: Account Withdrawal Order

Today we wanted to discuss something that can have a huge impact on reaching your retirement goals: the order that you take withdrawals from your investment accounts. Many of our clients have three types of investment accounts that each have their own tax rules, after-tax accounts, IRAs/401ks and Roth IRAs. A good financial plan for […]

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