With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-do’s as you prepare for the
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The power of compounding emphasizes the profound impact of small contributions over time. If offered a million dollars or a penny that doubles every day for 30
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Finally being able to withdraw your hard-earned money from your retirement account should be a great feeling, right? Not if you’re getting hit with a hefty
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Are you aware of what constitutes a prohibited transaction as an IRA owner? Anytime an account owner uses IRA assets in a self-serving or self-dealing manner
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Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education.
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Many people have company-sponsored retirement plans as part of their portfolios. As these accounts were designed to be savings vehicles, funding them is
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If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the
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Are you looking for a way to secure a financially stable future for your child? An IRA may be the solution! There is no minimum age for having an IRA and, as
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There are many situations in which one may opt to rollover an IRA, such as inheriting an IRA from a spouse or changing employers. Each case comes with its own
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Has your retirement plan been reviewed by a trained specialist since the SECURE Act and SECURE 2.0 were signed into law to consider significant tax-saving
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Effective Date 1/26/2021- 10% penalty exception: Federally declared disasters. Plans and IRAs. $22,000 maximum.
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What is a 60-day rollover? A 60-day rollover is the distribution of funds from a qualifying retirement account payable to the account owner who then has 60 days
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