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Videos

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Is Joe Biden Coming for Your 401(k)?

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Five Things Your LIRP Must Have

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How to Avoid Over-Converting Your IRA

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Can We Print Our Way Out of Our Problems?

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If You’ve Won the Game, Should You Quit Playing?

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How a Piecemeal Internal Roth Conversion (PIRC) Could Save Your Retirement

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Can You Be Too Old to Implement an LIRP?

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What to Expect if Joe Biden Gets Elected

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What Is Time-Segmented Investing?

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What Dalio, Cooperman, Slott, Kotlikoff and Swedroe Have Recently Said About the Future of Tax Rates

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What is a Before and After Comparison (And Why You Might Need One)

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Will Taxing the Rich Alone Solve Our Fiscal Challenges?

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My Family’s Escape from Puerto Rico Following Hurricane Maria (and Financial Lessons Learned)

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Anticipating an Inheritance? Here’s How to Plan for Tax Efficiency

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What Is the Coronavirus-Related Distribution (CRD) Roth Conversion Loophole (And Should You Do It?)

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What Happens if the U.S. Defaults on Its Debt?

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How to Turn the 2020 Waived RMD In Your Favor

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The Morality of the 0% Tax Bracket

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How Long Will the Step-Up-Basis Loophole Last?

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Should I Do a Roth 401k?