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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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