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Top 3 Money Moves the Wealthy are Making in 2010

Top 3 Money Moves the Wealthy are Making in 2010

Most well to do individuals seem concerned about inflation, interest rates, and taxes increasing and have considered the following moves.

1. Roth Conversion
Roth IRAs are more beneficial than Traditional IRAs if your tax rates are likely to go up in the future. Unlike in the past, this year, even high earners are eligible to convert traditional retirement accounts to Roth’s.

2. Getting out of Cash
Consistent with the general belief that inflation is increasing, cash will not keep pace.

3. Analyzing Fixed Income (bond) Holdings
Inflation, interest rates, and taxes have huge effects on fixed income portfolios. The past 30 years have been very kind to bond investors, and this may be changing in the near future!

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