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Roth conversions could keep you very busy next year once the $100,000 income threshold lifts in 2010. The rules surrounding Roth IRAs are complicated, with serious tax and income implications for the unschooled. Start thinking through what's right for your clients with these strategies for conversions.
Moving funds from one type of retirement plan to another has become increasingly complex and hazardous to your clients' wealth. Botching these transactions can cost a bundle in unnecessary taxes and lost opportunities. Our Rollover Chart helps clarify how and when to move funds across accounts.
High-net-worth clients may balk at investing in an IRA when they can save more money in other kinds of tax-sensitive vehicles. But even paltry amounts get big in time, and the tax advantages can benefit the heirs.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025