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With concerns about potential income tax increases, many are exploring strategies to protect their retirement savings from higher taxes. A Roth conversion, the process of transferring funds from a Traditional IRA or 401(k) into a Roth IRA, can be an effective strategy to leverage tax-free growth.

Calculating your net worth is a useful way to gauge your financial health and track your progress toward your financial goals. Your net worth is essentially the difference between what you own (your assets) and what you owe (your liabilities). Here's how you can calculate it:

Legacy planning is the process of creating a comprehensive strategy to manage and distribute your assets, wealth, and values after you pass away.