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Your retirement checklist: 9 steps toward a better retirement

A guide to help navigate the financial decisions, legal complications and social ramifications of retiring. ....

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Best End-of-Year Tax Tips for Physicians

Making some money-related changes before 2024 could make a big difference when it comes to your tax bite or your refund come April. ....

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How To Roll Over A 529 Plan To A Roth IRA

In 2024 unused money in a 529 plan can start to be converted into a Roth IRA, eliminating one of the defects in the education savings plan. ....

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