Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
2020 will certainly be a year to remember (or forget). On the tax and retirement planning side of things it has presented us with some unique opportunities.
A Roth IRA conversion is when you convert traditional IRA assets (paying the taxes now)
Roth IRAs are typically off limits for many higher-income earners, due to strict income caps on contributions.
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