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How to Pay Less Tax on Interest Income
Maybe you can’t stash all your income investments in tax deferred accounts. But there is a way you can protect against paying too much tax on them. Here’s how.
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Use Your RMD to Fund a Roth Conversion
You can’t convert a required minimum distribution into a Roth IRA. But you can use it to pay for a conversion. In this episode, we tell you how.
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Update Your Beneficiaries
Who are the beneficiaries on your accounts and policies? When was the last time you looked?
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The Presidential Stock Market Cycle
There’s a stock market cycle that corresponds to Presidential terms. What does it tell us about what we can expect this year?
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Check the Health of Your Life Insurance
A lot can change between when you buy a life insurance policy and when you use it, especially if you are building cash value. Don’t be caught with an unpleasant surprise. Check up on your policy every few years.
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Financial Spring Cleaning
Spring is a traditional time to clean house. Use that time to clean up your finances as well and make your life easier. Here’s how.
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Supply and Demand Investing
How can you decide when to buy or sell investments? By going back to economics 101 – paying attention to supply and demand. In this episode, we discuss how.
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Don’t Over Convert
Should you try to convert all your traditional retirement accounts to Roth accounts to save money on taxes? No. Converting them all will result in higher taxes.
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