I’m 75 and taking my RMDs, as is my spouse. But if I die, and he inherits my IRA, how do we minimize the tax impact?
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I’ve been maxing out my after-tax 401(k) and converting it to a Roth for 2 years — is this a good strategy?
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The Columbian21h
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Even if you’re not an investment collector, it’s a good bet that the number of holdings and accounts in your portfolio have grown right along with your age and net worth.