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Ask These 2 Questions to Make Sure Your Roth Conversion Doesn’t End Up Backfiring

Ask These 2 Questions to Make Sure Your Roth Conversion Doesn’t End Up Backfiring

If you're going to do a conversion, you want it to make sense.

The Motley Fool
Weekend Reading For Financial Planners (September 19–20)

Weekend Reading For Financial Planners (September 19–20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Anthropic announced an advisor-specific plug-in to its Claude tool, which will incorporate data from many key advisor tech tools. While the new “Claude for Financial Advisors” plug-in offers the potential to solve the long-simmering problem […]

Michael Kitces
3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

3 Things All 2026 Social Security Applicants Should Know About the 2027 COLA

Key Points The Social Security Administration will announce the 2027 COLA on Oct. 14, 2026. It will also announce several other key program changes at the same time. The 2027 COLA begins in January, but will be seen in the Dec. 31, 2026, payment. The $23,760 Social Security bonus most retirees completely overlook › We’re […]

The Motley Fool