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Ask an Advisor: Is It a Good Idea to Convert 10% of My 401(k) Each Year to Lower Taxes and Avoid RMDs?

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too ...

Mortgage rates are the lowest they've been since 2022. Here's how to get one even lower now.

Mortgage interest rates are the lowest they've been since 2022, but there are multiple ways to get one even lower.