Making Lemonade Out of Lemons: Roth IRA Conversions

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A market downturn may create a favorable tax situation for converting…

IRA Charitable Rollover Now a Permanent Tax Advantage

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IRA Charitable Rollover Now a Permanent Tax Advantage IRA charitable…

Avoid Penalties: Rules for Inherited IRA Distributions

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The IRS has strict rules about distributing funds from an IRA…

IRA Accounts: More Rules, Less Flexibility

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Traditional and Roth IRAs both have two ways of transferring…