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Joseph A. Muro II |
![]() |
Joseph A. Muro II |
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
How much can you afford to pay for a car?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine whether you should consider converting to a Roth IRA.