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Tag: Roth IRA Conversion

Waived 2020 IRA Required Distributions Present Possible Planning Opportunity

October 14, 2020

By Kristin Sun

October 14, 2020 This year’s CARES Act exempts required annual distributions in 2020 for all IRA owners over age 70 ½, and for some people, this may create an attractive planning opportunity utilizing the Roth IRA conversion.  Unlike a traditional IRA that is funded with pre-tax dollars that grow tax deferred until withdrawn (as taxable … Continued

COVID-19: A Comprehensive Guide to Navigating the New Financial Planning Landscape

April 9, 2020

By Kristin Sun

April 9, 2020 The recent and significant volatility in the capital markets has caused a lot of trouble and worry, on many fronts; not to mention our collective personal health and safety concerns. Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could … Continued

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