#magi

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#capital-gains-taxes #medicare-premiums #retirement-tax-planning #backdoor-roth #traditional-ira #roth-ira
Apple
from24/7 Wall St.
4 hours ago

A 55 Year Old With 2.5 Million Dollars in Apple Stock: Key Factors to Review Before Selling

Selling large appreciated stock raises MAGI, increasing capital gains taxes and Medicare costs; timing, spreading sales, and tax strategies can reduce the tax burden.
from24/7 Wall St.
3 months ago

Why I'm Confused About Backdoor Roth IRAs and Traditional IRA Benefits

One of the most important decisions anyone has to make in achieving their financial goals is how to invest their money. This might sound like something you can decide in just a few minutes, but let this be a reminder that any decision now can have long-standing consequences, so you have to decide carefully what your first or next move is going to be.
Business
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