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Thinking About a Roth Conversion? Beware of the Pro-rata Rule.
Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
Eric Martin
May 12, 20223 min read
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Inflation, the Fed's Interest Rates, and the Stock Market
Conversation with Mark Evans, CSU Bakersfield Economic Professor Emeritus. Topics include: --Inflation is at 40 year highs. How did we...
Nicholas Rossolillo
May 3, 20221 min read
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What Inflation Means For Your Investments
Let's talk about inflation. We've all been hearing a lot about it, and we can chalk up inflation (and the Federal Reserve's response with...
Nicholas Rossolillo
Feb 1, 20221 min read
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2022 Retirement Contribution Limits and Income Limits
It's hard to believe it's almost 2022. Yet here we are. To help prepare for another year's decisions, and in particular our financial...
Eric Martin
Nov 19, 20212 min read
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