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PDF

3 Enticing Benefits of A Roth Conversion For High-income Earners

Many retirees are familiar with Roth individual retirement accounts (IRAs) and their advantages. But for those high-income earners who have decided against a Roth conversion, there may be some enticing benefits you have overlooked.
Philip J. Capell CFP®, J.D.
3/24/2024
Blog

It's Time for All Retirement Plan Contributions to be Treated Equally in New Jersey

Discover how pending legislation in New Jersey could change retirement savings for teachers and nonprofit workers by allowing pre-tax contributions to 403(b), 457 plans, and potentially HSAs—bringing state tax rules in line with federal standards.
2/7/2019
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