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Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.December 9
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”November 12
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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.November 11
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The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.November 8
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Although the elderly often lose the most from scams, younger clients are more likely to fall victim, according to a report.October 29
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A successful financial plan is contingent on the success of the whole family, according to an expert.October 24
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High-deductible plans open the door to tax breaks for high-income investors, an expert says.October 22
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The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.October 8
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The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.October 8
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Taxpayers face a 5% penalty if they fail to meet the deadline.October 1
