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Investing for Life


Inflation Sparks Market Action

Autumn leaves are drifting to Earth, but inflation is stubbornly clinging to the branch, giving Federal Reserve officials plenty of cover to hike the fed funds rate when they next meet in November. The takeaway from the September inflation report: Prices have increased 8.2% across the board for consumers over the past …

The ‘Mega Backdoor’ Roth IRA

We’re big fans of Roth IRAs. Who doesn’t love tax-free growth? But Roth IRAs come with limitations on who can contribute to them—and how much they can contribute—based on annual income. There’s a workaround, however. One fairly common strategy that skirts these limitations is the “backdoor” Roth conversion—you roll (or transfer) funds …

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