Paul Jacobs explains how to make the most of your Roth IRA conversion – potentially by undoing it.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Paul Jacobs in Consumer Reports
Paul Jacobs helps explain the basics of newly available ABLE savings accounts.
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Laurie Samay in Newsday
Laurie Samay advises financial worriers to focus on actions within their control.
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Eric Meermann in Bankrate
Eric Meermann encourages retirement savers to determine whether their IRAs include after-tax contributions.
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Anthony Criscuolo in The Balance
Anthony Criscuolo urges new grads to take positive steps toward overall financial health.
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Ben Sullivan in Mental Floss
Ben Sullivan warns against five common mental traps that lead to bad financial decisions.
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ReKeithen Miller in Bloomberg
ReKeithen Miller clarifies a potential tax benefit for unmarried couples.
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Larry Elkin in The Street
Larry Elkin offers high schoolers and their parents a useful framework for thinking about how to choose a college.
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Rebecca Pavese on Westchester on the Level
Rebecca Pavese goes in depth about the choice to lend, rather than give, money to adult children, as well as the broader ways that personal relationships impact financial planning.
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David Walters in U.S. News & World Report
David Walters warns retirement savers about the dangers of high fees over time.
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