Tag: financial advisor
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I’m Planning to Sell My House With a $640k Profit. Will I Owe Capital Gains Tax?
These techniques can only be used in certain situations. For instance, special rules may apply if...
Ask an Advisor: How Much Money Can I Give My Son and Daughter-in-Law Without Paying Taxes?
If you’re likely to come up against that lifetime limit, there are moves you can make...
I’m 67 With $2 Million in an IRA. How Do I Make Sure This Money Lasts the Rest of My Life?
Despite the generally good position that you would be in with $2 million saved at age...
What’s a Realistic Retirement Budget? I’m 55 With $490k Saved, Making $80,000 Annually.
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I’m Already Taking Social Security at 65. Can I Still Convert $830,000 From My 401(k) to a Roth IRA?
Late-stage Roth conversions are a common question. Often, people ask whether they can move their retirement...