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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
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Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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Is it too late to convert to a Roth?
There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.
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