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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

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Entries for 'ira'

Roth IRA Conversions...Know What You Are Doing!

It seems the air is filled with buzz on Roth IRAs again. Interest in Roth IRA conversions has heated up with the recently liberalized rules. Millions of taxpayers who were previously ineligible to convert a traditional IRA to a Roth are now able to do so. You can convert your regular IRA to a Ro...

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TAGS: , IRA, Roth, Retirement, Taxes

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