Taxes

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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 Michael
Answered by Pamela J. Horack, , CFP®PRO+ 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 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 Katie
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ 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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