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Is It Right For Me?
Who doesn't need a source of tax-free income in retirement? It makes sense to consider at least a partial conversion of 401(k) plan, traditional or roll-over IRA assets, and minimally to learn more.
Here are 5 reasons why:
- # 1 -- Tax Diversification. When you have a variety of accounts from which to draw retirement income (taxable, tax deferred and tax free), you have much more flexibility in more ...
Don't get caught up in end-of-year festivities without first taking advantage of these tax tips.
Before the holidays heat up, it's a good time for you to make some moves that will save you money on taxes next April. Take a small amount of your time to go over the following:
Plan Retirement Contributions. Though you have until April 15 or your extension deadline next year to make IRA contributions for 2009, right now is a good time to find out if more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
