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Two CFP® professionals answer real questions on Roth conversion timing, the pro rata rule, and avoiding surprise Medicare or ACA costs. The post Backdoor Roth, Mega Backdoor Roth &...
The Internal Revenue Service (IRS) has released the Affordable Care Act (ACA) affordability update for 2027, giving employers a new figure to consider when reviewing their health p...
The Centers for Medicare & Medicaid Services (CMS) has published a final rule updating payment rates for inpatient rehabilitation facilities (IRFs) under Medicare for federal.....
A particularly profitable year in retirement can come with a delayed expense that catches some Medicare beneficiaries by surprise. Selling investments, realizing a large capital...
Rev. Proc. 2026-26, July 21, 2026 The Internal Revenue Service has issued Revenue Procedure 2026-26 to establish the necessary indexing adjustments for the 2027 calendar year....
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