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11 Essential Retirement Accounts Issues

Qualified assets may be the most heavily taxed assets you own and how to turn the IRA rules to your advantage. The full value of a qualified retirement account is part of your taxable estate at rates beginning at 34% and increasing to a maximum of 55%. In addition, unless you make the proper [...]

Mark BregmanRetirement Planning|
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Forever To Never Retirement Accounts

Does never paying income tax on your retirement income sound too good to be true?  Well believe it, because on or after January 4, 2010, anyone can convert their traditional IRA to a Roth IRA, pay the taxes in 2 installments in October 2011 and October 2012 and never again pay income tax on [...]

Mark BregmanRetirement Planning, Tax News|
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