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5 Easy Ways to Save Taxes with the SECURE Act

hand on dollar bills

President Trump recently signed legislation called “Setting Every Community Up for Retirement Enhancement” (SECURE Act).  This legislation has 29 provisions in it and will affect many investors saving for retirement. One of the biggest changes is the removal of the


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4 Reasons to do a Roth Conversion

  A Roth Conversion is when funds are taken out of an IRA and converted into a Roth IRA. This conversion results in taxable income. Here are 4 Reasons to do a Roth Conversion:


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