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Tag: Tax-Free
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If you’re a high earner, a savvy saver, or someone staring down a large tax-deferred retirement account, you may have felt locked out of the incredible benefits of a Roth IRA. With its tax-free growth and tax-free withdrawals in retirement, the Roth is a powerful wealth-building tool. But what if there were secret passages—”backdoors”—to get…
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When it comes to retirement planning, most people focus on securing income for their own golden years. But if you’ve done well financially and your goal is to pass on wealth to your children, there’s another crucial piece to the puzzle—how you leave that money behind can matter just as much as how much you…