Latest Articles

In Roth Conversions, Paying the Tax is One of the Benefits
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Taxes related to traditional IRA withdrawals only happen once. Meanwhile, the funds in your taxable account are subjected to taxation each year.

Don’t Increase Your Bond Allocation In Bear Markets
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There is an artistry to a bond allocation, and while the historical analysis can only be suggestive, they do tell a strong narrative.

#TBT The Economics of a Thanksgiving Turkey
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This article should give you something fun to discuss this year.

Today, We Celebrate Saving Tuesday
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Saving Tuesday is the Tuesday before Thanksgiving. It is a day to squirrel some savings away for your future self.

How to Uncap Your 529 Plan Virginia State Tax Deduction
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You can have an effectively uncapped state tax deduction if you have a high tolerance for paperwork.

#TBT Six Reasons to Sell for a Loss
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Here are six reasons you may want to sell for a loss.

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