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Roth Conversions

Roth Conversions As more and more baby boomers continue to reach retirement age, many are looking at the benefits of converting traditional IRA accounts to Roth IRAs.  The way a Roth conversion works is that tax would be due on the converted amount since it was...

Turning Investments into Tax Deductions

As the end of the year approaches, you may be looking for ways to lower 2019 taxes.  With the stock market near record highs, you may also be sitting on significant unrealized capital gains.  This may be the perfect time to turn your investments into tax deductions....