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Tax Optimization

Being tax-smart is about paying all the taxes you owe but planning effectively to make sure your tax liability isn't higher than it needs to be. Learn to make tax-smart decisions to take home more of the money you might earn.

Dip into Your Taxable Account to Max Out Your IRA

Dip into Your Taxable Account to Max Out Your IRA

If want to fund an IRA but your only source of free cash is from assets in a taxable account, it can be worth it to sell and reinvest in an IRA—even if it means a small tax bill. Here’s why.

Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion

Roth IRA Rules: Smart Ways to Avoid Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

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