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Tag: Roth Conversion


Year-End Planning Part 3: Retirement Contributions

December 1, 2012

Remarkably, 2012 is quickly coming to an end. This is a good time for you to evaluate your retirement plan to make sure that you are contributing as much as the law allows. Some contributions must be made by year end; others can be deferred until you file your tax return next year.

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Year-End Planning - Part 2: Roth Conversion

November 1, 2012

The looming potential of the 2013 "Fiscal Cliff" has raised many questions from our clients. Regardless of who wins next week's election, potential tax law changes have many of our clients questioning what they can do today to protect their assets from the potential impact from higher taxes in their portfolio in the future.

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