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Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More

By as seen at Kiplinger.com

‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Wed, Nov 09, 2022 .....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More

By Liz Weston in LA Times

How to Find a Fee-only Financial Advisor – And Why it Matters Tue, Sep 13, 2022 ....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More

By Kevin Mercadanta

Rick Kahler: When is 'financial planning' not financial planning? Thu, May 19, 2022 ....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More

By Scott Waltman - Abdeen News

The Most Important Questions For Your First Meeting With A Financial Advisor Wed, Dec 01, 2021 ......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More

By Stacey Francis as seen at Forbes.com

INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Mon, Aug 23, 2021 .......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More

By Michelle Fox

Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says Thu, Jun 10, 2021 President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More

By Tracey Longo

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More

By by: Mike Piershale (as seen at Kiplinger.com)

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

By Laura Saunder in WSJ

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