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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

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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. However, owning property can be a lucrative way to start wealth accumulation over time. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income.