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Is a Roth Conversion Right for You?

In Retirement by lisabiz

Traditional qualified retirement plans allow you to contribute some of your income without paying income taxes on the contribution . . . until you withdraw it during retirement. A Roth IRA works in the opposite way. You pay income taxes on the amount you contribute, but then do NOT have to pay income taxes when you withdraw the money. This …

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7 Key Pieces to your Retirement Puzzle

In Retirement by lisabiz

Everyone wants a financially secure retirement, but how do you know you’ve covered all of your bases? You don’t want to run out of money before you run out of time and you certainly don’t want to become a burden on your family in what are supposed to be your golden years. So, how do you know when your financial …