pro rata rule


Converting an IRA to a Roth IRA? Know the Pro-Rata Rule

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Funding the tax-free side of the New Three-Legged Stool for retirement can be more difficult   

How To Legally Transfer After-Tax Money Into a Tax-Free Roth IRA

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The IRS has just handed us another tool to use for building Roth IRAs. A   

9 Ways to Beat the Medicare Surtax – Part 3

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This week we conclude our series on minimizing the new 2013 taxes on upper income   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437