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RMD calculation formulas may be changed. You have an opportunity to weigh in on this.

A Roth Conversion allows you to move pre-tax assets from an IRA, pay the tax now and re-invest those funds in a post-tax Roth IRA. However, as with any tax-related strategy, there are certain items to be aware of.

Don't miss the OEP deadline every year October 15 - December 7. Here's what you need to know.