New York Times: “WITH 2010 a few days away, there are several tax matters that wealthy investors need to consider next year. The two at the top of the list are whether they should convert their taxable retirement account to a tax-free Roth individual retirement account and how to deal with the uncertainty over the estate tax. . . . That leaves the wealthy with decisions to make about two of the biggest financial events of their life: retirement and death.”
Thinking Hard About Retirement and Death
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