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When’s the Right Time for a Roth Conversion?
26 Jun 2025 by: Brian Matter

Key Takeaways   A Roth conversion can help you grow savings tax-free and provide tax-free qualified withdrawals in retirement but timing a conversion is critical. There…

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Investment Planning in Market Volatility
29 Apr 2025 by: Brian Matter

President Trump recently introduced new tariffs on nearly all major trading partners. The administration reasoned that the tariffs will help offset trading imbalances and encourage…

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RTX Employees: Is a Mega Backdoor Roth Right for You?
31 Mar 2025 by: Kim Benson

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

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Social Security Fairness Act: The FAQs for Retirement Planning
26 Feb 2025 by: CCMI

Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…

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2025 RTX Open Enrollment: What Employees Need to Know About Critical Benefits Decisions
26 Sep 2024 by: Kim Benson

Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…

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The Qualified Small Business Stock (QSBS) Tax Exemption and What California Business Owners Need to Know
26 Jul 2024 by: CCMI

Accessing capital and managing taxes are top priorities for any established or up-and-coming business owner, and Qualified Small Business Stock (QSBS) and its tax exemption…

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Top Questions to Ask When Your Financial Firm Is Bought Out

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…

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5 Changes High-Income Earners Can Expect Within the New SECURE Act 2.0

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

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Out & About – December 2021
29 Dec 2021 by: CCMI

At the Firm The CCMI team had a busy end of the year! Between charitable contributions, Roth conversions, navigating taxable distributions from mutual funds, and…

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Out & About – November 2021
24 Nov 2021 by: CCMI

At the Firm The CCMI team has been hard at work providing documents for our annual custody audit. For those accounts where we connect to…

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