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How to Reduce Taxes on a Roth IRA Conversion
Converting your current retirement accounts to a Roth IRA is typically a very tax-efficient strategy. It can help lower your ...
Should you worry about overfunding your 529 plan?
You can use 529 funds to cover only  qualified education expenses  without incurring a tax penalty, but it can be hard to ...
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Financial Focus: Can you still “max out” your IRA?
Submitted by Edward Jones Financial Advisor Kirk Doyle The year is nearly over, but you still have time to make some ...
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I’ve been maxing out my after-tax 401(k) and converting it to a Roth for 2 years — is this a good strategy?
Some 71 million workers have access to 401(k) retirement plans and they have saved $8 trillion toward their retirement. The ...
Navigating Uncertainty: Future of Tax Cuts Post-2025
Bob Powell: The Tax Cuts and Jobs Act of 2017 was a significant overhaul of the US tax code affecting both individuals and businesses, and it's set to expire at the end of 2025. Here to talk with us ...
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Dow Jones Industrial Average (DJI)
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all ...