Latest articles by Rachel L. Sheedy
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Tax Trap Snares Young IRA Heirs
taxes Beware the “kiddie tax,” which applies to unearned income (including distributions from traditional IRAs).
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Going Abroad? Check Your Health Coverage
retirement Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad.
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Medicare Surcharge Thresholds to Drop
retirement More beneficiaries who are considered high earners will be hit with steeper fees.
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Pass an IRA to Young Grandkids With Care
IRAs Take some precautions to protect your legacy if you plan to leave assets to minor children.
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9 Things You Must Know About Medicare's High-Income Surcharges
Medicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
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How Retirees Can Use Their Home's Wealth as an Emergency Fund
retirement The standby reverse mortgage strategy offers boomers a way to boost their retirement income.
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When Not to Roll Over a 401(k) to an IRA
401(k)s Comparing your investment choices and costs can aid in deciding if a rollover is the right move.
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Roth Conversions May Be Boon for Heirs
retirement A new study shows the benefit of converting sooner for your loved ones.
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RMD Tips: When Your IRA Holds an Annuity
IRAs If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.
