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The Importance of Roth IRA Conversions in 2021

Why that Roth IRA Conversion You Were Considering May be Even More Valuable

By Cary Stamp | April 2, 2021

Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…

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Pension Election Decision

A Little-Known Strategy for Maximizing Your Pension

By Andrew Trammell | April 2, 2021

This Pension Maximization Strategy is Worth Considering for a Possible Best Pension Payout with Highest Household Return, Over Time. For those approaching retirement who have pension plans, you will soon be faced with what can be a daunting decision that is usually irreversible. If your pension plan is like most plans, you will be given…

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