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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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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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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Many people have company-sponsored retirement plans as part of their portfolios. Contributions are typically effortless as your account accumulates from funds
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Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for
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Have you paid medical expenses this year worth more than 7.5% of your adjusted gross income? Do you plan on buying your first home soon? Are you currently
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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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When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary
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Estate beneficiaries are often subject to a heavy tax burden when inheriting a loved one’s retirement assets. If the estate is subject to both federal estate
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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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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t
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