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The Sapient Investor

Roth Conversions: 2020 is the Year Thumbnail

Roth Conversions: 2020 is the Year

Higher taxes are probably ahead. Roth conversions may be the smartest way to protect your retirement nest egg. Here is what you need to know about this important retirement planning strategy.

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Time for Tax-Loss Harvesting? Thumbnail

Time for Tax-Loss Harvesting?

Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.

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