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I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 4 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
Looming property-tax crisis requires legislative action now to protect vulnerable homeowners:...
The Cleveland Plain Dealer· 1 day agoHaving served as mayor of one of the demographically oldest communities in the state, I have seen...
Realty Income Stock: Buy, Sell, or Hold?
Motley Fool via Yahoo Finance· 1 day agoAfter over four years of decline and stagnation, should investors buy back into the real estate investment trust (REIT), continue to hold, or stay away...
Inheritance tax warning as HMRC collects £1.39bn from probes in last five years
Daily Express· 2 days agoInheritance Tax is a tax on the estate (property, money and possessions) of someone who's died. •...
GM's move to the Hudson site in Detroit could cause a subsidies 'double dip'
Gannett via AOL· 1 day agoThis deal runs through Dec. 31, 2029, and then expires. What GM's headquarters employees pay in...
A Backdoor Roth and 2 More Ways to Save on Taxes
Barrons.com· 5 days agoPreserving generational wealth can be a complex endeavor and a big reason is that the wealthy often have multiple income streams. A proactive stance on ...
Pairing Tax Credits To Help Create Additional Affordable Housing
Forbes· 1 day agoFederal and state tax incentives offer opportunities to help ensure projects combining historic...
Realty Income Stock: Buy, Sell, or Hold?
The Motley Fool via AOL· 1 day agoAfter over four years of decline and stagnation, should investors buy back into the real estate investment trust (REIT), continue to hold, or stay away...
Is It Wise to Convert 10% of My IRA into a Roth Each Year to Avoid Taxes and RMDs?
SmartAsset via AOL· 5 days agoRoth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in retirement are also free of federal income taxes ...
Council Post: Unlocking The Backdoor Roth IRA: A Retirement Guide
Forbes· 4 days agoEric is the Founder and CEO of Alto Solutions, which provides investment access to alternative...