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High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.September 24
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Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.August 23
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Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospectsAugust 17
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Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.March 27
