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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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Financial Thoughts from a New Grandfather

By Frank Francese | December 15, 2019

I was given a new nickname this week. “Pops!” I became a grandfather. In response, I immediately let my imagination run wild and scoured the web for “tiny baseball mitts” and “really small golf clubs,” but my practical side reappeared and I thought: “what would be the most prudent action for a grandfather to take…

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Estate-Tax-Planning

Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Contributing Staff | December 11, 2019

An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…

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