retirement
In December of 2019, the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) introduced a new 10-year rule for beneficiaries of retirement plans and IRA accounts, which…
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Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four…
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A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community…
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Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k) or Roth 401(k), contributing to…
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Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more…
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If you’re getting ready to retire, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and…
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If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently…
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2020 was certainly a year that will be remembered decades into the future for a variety of reasons. COVID-19 completely overtook our lives as it directly and indirectly affected millions. …
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The 3.8% net investment income tax (NIIT) can negatively affect your estate plan. This is especially true if your assets include an investment portfolio, because the NIIT can increase the…
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Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan for withdrawals…
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