Investing & Retiring

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Asked by an anonymous user
Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
This country has made a revolutionary shift from pensions to a self-service retirement model (401Ks, IRAs, etc). The average baby boomer has not yet fully adjusted to...
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Asked by Erin
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
Erin, Here is a simple way to do this. After you sell your stocks you will know the selling price. Your Capital Gains is equal to the difference between the Selling...
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Asked by victor piediscalzo
Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA
Victor, Thanks for your question. Some type of a tax-deferred retirement account would likely be best in your situation in lieu of bank savings. If you have acces...
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Asked by Katie
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
Katie, Conversion from a traditional IRA to a Roth IRA is beneficial when the amount you are converting allows you to stay in the same tax bracket and you have time...
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