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What Is The 70-20-10 Budget?

Clever Girl Finance

Once you know your weekly or monthly income, you can do the simple math of calculating how much 70% would be. You want to give your investments time to grow through compound interest and stock market returns. The money goes directly from your paycheck into an investment account, reducing your taxable income.

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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. However, when one’s goals are focused on legacy wealth transfer, the calculus is different.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. However, when one’s goals are focused on legacy wealth transfer, the calculus is different.