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Questions That Might Come Up As You Implement Your Roth Conversion Strategy  Thumbnail

Questions That Might Come Up As You Implement Your Roth Conversion Strategy

A Roth conversion strategy might take years to actually implement, particularly for people who have large IRAs they’re trying to convert. During this time, a lot of changes might happen which might impact the way you implement your strategy—or at least things might happen which might cause you to ask yourself, “Am I still doing the right thing here?”

Investment Planning Tax Planning Retirement Planning
The Difference Between Per Stirpes and Per Capita Beneficiary Designations Thumbnail

The Difference Between Per Stirpes and Per Capita Beneficiary Designations

Beneficiary designations are an important part of estate planning. Despite what your will might say, beneficiary designations are going to drive where a significant amount (if not most) of your financial assets go. This holds true for virtually any financial account, ranging from your banking accounts (through payable-on-death or POD designations) to your life insurance policies, to your investment and retirement accounts.

Estate Planning
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