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When Is A Roth IRA Conversion Right For You?

When Is A Roth IRA Conversion Right For You?

As you approach the Golden years, it is important to prioritize your efforts to untax retirement income and reduce future Medicare surcharges. IRMAA, (income-related monthly adjustment amount) is a fee you pay on top of your Medicare Part B and Part D premiums, if you...

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It’s Time To Get Your Cash In Order

It’s Time To Get Your Cash In Order

Over the years, many wise people have said that "cash is king". The phrase refers to the concept that money (cash) is more valuable than any other type of financial tool, such as stocks or bonds. Having liquid funds available can be vital because of the flexibility it...

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