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3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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10 Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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4 Ways To Improve Your Estate Plan
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
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Carson Headquarters
Based on intensive research of Carson’s brand and values, LEO A DALY developed the design concept for Carson headquarters to embrace a thriving, work-live-play culture. The 194,000-SF office campus features two four-story glass towers joined by a two-story amenity zone.
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Carson Group’s Re-Invest Program and University Partnerships Fuel Recruiting
Carson Group is introducing a variety of tailored recruiting programs to capture top talentRecruitment efforts are underway to secure next-gen talent, but also to educate and enlighten the next generation of the U.S. workforce about the value of financial services as a profession.
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Carson Wealth Leading the Way for Those Living with Crohn’s & Colitis
This special evening honors professionals and volunteers in the greater Omaha community while raising critical funds for their mission: To cure Crohn's disease and ulcerative colitis and improve the quality of life of children and adults living with these diseases.
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$70M AUM Advisor Beth Walker Joins Carson Wealth
Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced her decision to affiliate as a Carson Wealth office.
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Breaking Down The Basics Of HSAs
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
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Ruggie Wealth Management Becomes Second Barron’s Top Advisor to Join Carson Wealth in 2019
Tom Ruggie, ChFC®, CFP®, a Barron's top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team's decision to affiliate as a Carson Wealth office.
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Busting Three Half-Truths About Reverse Mortgages
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
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