Investing & Retiring

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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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Asked by Martha
Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
Derivatives are securities based on another security or index. For example, an option to buy a stock is based on a particular stock, but the stock itself represents o...
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Asked by Michael
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
Hi Michael! I'm a huge fan of paying off debt as soon as possible. You can't build your finances up if you are busy filling in a hole of debt. Make a plan to focus all...
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Asked by Lynn
Answered by Martin Leclerc
Financial Adviser in Bryn Mawr, PA
First, dividend payments by corporations are not a deductable expense. Therefore, dividends are paid from after-tax income by companies with profits. Second, any ...
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