For many nearing retirement, the excitement of entering the golden years can be overshadowed by fear. With record-breaking inflation rates, coupled with market
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As you approach retirement, it's important to be aware of potential taxes that could affect your healthcare costs, particularly if your income exceeds certain
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Rolling over retirement savings plans to an IRA is a common strategy, whether you are transitioning to a new company or looking to take advantage of the
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Improving one’s financial health is often somewhere on the list of New Year’s
resolutions, as many look toward 2025 with hopes of starting fresh. As you
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As Arthur Godfrey once said, "I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."
If you own company
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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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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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