Recharacterizing an IRA/Roth Contribution…in 5 Easy Steps

What is a recharacterization? In the simplest of terms, a recharacterization is an “undo”. It treats an IRA contribution as if it were made as a Roth contribution and vice versa.

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8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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