Archive for October 2019

The Roth Conversion Conversation

When you convert funds to a Roth IRA, your pre-tax funds will be included in your income in the year of the conversion. This will increase your income for the year of the conversion, which may impact deductions, credits, exemptions, phase-outs AMT (alternative minimum tax), the taxation of your Social Security benefits and more. The…

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The A, B, C & D of Medicare

The A, B, C & D of Medicare Breaking down the basics & what each part covers Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare — what they cover and where they come from.¹ Parts A & B: Original Medicare There are two components. Part…

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To Catch a Thief

Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A 2018 Javelin Research report found identity theft hit an all-time high in 2017, affecting an estimated 16.7 million consumers. For the first time, Social Security numbers were compromised more frequently than credit…

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