End of year changes create some confusion, opportunity
The rules for investing and buying large-ticket items are changing, and local financial advisers and tax consultants are working hard to get their clients “in the know.”
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Dec
14
Survey Finds Many Investors Ambivalent to New Roth IRA Conversion Opportunity
OMAHA, Neb.—-There is no mad dash to convert to a Roth IRA when the rules change in January, making those with income over $100,000 newly eligible for such a conversion, according to a panel of over 1,000 TD AMERITRADE Holding Corporation’s retail investor clients.
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