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New Rules in 2010 May Help You Save on Taxes Before 2010, conversions from a traditional IRA to a Roth IRA were available only for those making $100,000 or less in modified adjusted gross income (MAGI). Beginning in 2010, though, the income limit goes away and everyone is eligible. Not only that, for conversions done in 2010, the taxes due when switching to a Roth IRA can be deferred and spread across two years - 2011 and 2012. For those considering a Roth conversion, that could provide real advantages.
Are You on the Right Road to Retirement? Just how confident are you that you'll have enough money set aside for your retirement? Do you feel good about how you're investing the dollars you've already saved? Find out where you are at with our Retirement Road Test today!
Calculators Access the tools you need to organize your financial life. You will find financial workbooks featuring a dozen integrated calculators, as well as checklists and tips. You can estimate how much to save for retirement or how much life insurance you need.
Articles Our financial education articles provide you with a vast amount of information concerning your financial well-being.
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