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  • June 7, 2013

A revolution in estate planning is underway. While many people know about the 2012 tax law changes, they don’t realize the extent to which these changes require fresh approaches and strategies. Read More

  • ID
  • May 30, 2013

In the wake of the latest tax law we need to revise and rethink some strategies about Roth IRAs, especially about converting traditional IRAs to Roth IRAs. Conversions have a trade off, and for some people the equation has changed under the new law. Read More

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