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Income taxes on sale?

Income taxes have been a cornerstone of U.S. fiscal policy for over a century, evolving significantly since their inception.

Roth IRA conversion: 4 things to know before making a move

Trying to find ways to minimize taxes in retirement can feel like a maze,and Roth conversions are often presented as the easy way out.

Breaking even: Tackling the real cost of market downturns

Retirement should be a time to enjoy the fruits of your labor, but market volatility can turn it into a period of stress and uncertainty.

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The information provided is based on sources believed to be reliable and accurate. However, it is not intended to serve as tax or legal advice. Readers are advised to consult with qualified professionals regarding their specific circumstances. Certain content has been prepared by Retirement Optimized for informational purposes only. Retirement Optimized is not affiliated with any named financial representatives, broker-dealers, or registered investment advisory firms. The information and opinions presented are for general informational purposes and should not be construed as a solicitation to purchase or sell any security. Readers should not rely solely on this information when making investment decisions.

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