When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance in the way you’d want them to?
There
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Health Savings Accounts (HSAs) offer tax benefits that can help you save for future healthcare costs. But how do you access the funds for out-of-pocket medical
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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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As we enter the holiday season, many are in the spirit of giving. A qualified charitable distribution, or QCD, is a solution many IRA owners age 70½ and older
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When you opened your Roth IRA account, you may have assumed all distributions would always be tax-free. This, however, is a common misunderstanding that can
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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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Knowing your loved ones have financial support upon your passing helps provide peace of mind. With this in mind, many people use life insurance policies and
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Are you worried about remembering to take your required minimum distributions (RMDs) each year once you hit age 73? If you’re a traditional IRA account owner
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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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Although declining an inheritance seems like an unlikely move, there are situations in which a beneficiary chooses to pass their assets to an alternate
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The opportunity cost argument surrounding Roth conversions suggests that an opportunity is lost by paying the conversion tax upfront instead of investing it
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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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