Do you have too much of your money invested in the stock market?
Over the years, you may have seen advice in the financial media about the “60/40 portfolio,” which consists of 60% stocks and ...
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I'm 69 With $1 Million in an IRA. Is It Too Late for a Roth Conversion?
Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...
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IRS releases catch up Roth Guidance
The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate ...
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I'm in the process of transferring my 401(k) but I keep hearing about Roth IRAs - should I do that instead?
When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...
Iris Energy (IREN) Gets a Buy from Roth MKM
Roth MKM analyst Darren Aftahi maintained a Buy rating on Iris Energy (IREN – Research Report) today and set a price target of $25.00. The ...
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How Can I Reduce Taxes on $3,500 Per Month From Social Security?
Social Security can generate real income. The more you earned during your working life, up to each year's income caps, the ...