Tag Archives | Roth conversions
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What’s On Our Fall “To Do” List

It’s fall, and the leaves are changing color for our friends up north. Here in Florida, it’s still hurricane season (until November 30) which undoubtedly means more rain and a close eye on the tropics for another two months. As we enter the last quarter of the year, here’s a quick rundown of what is […]

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Market Turbulence? Here’s How To Make Lemonade Out Of The Market’s Lemons

Market turbulence can be hard to deal with, but we know that market pullbacks are a normal and unavoidable part of investing, especially over the shorter-term. Unfortunately, no one can predict or control the market, and trying to eliminate market volatility can cause you to miss out on the generous long-term growth that market investments […]

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The Clock Is Ticking On Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]

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