Latest articles by Steve Parrish, J.D., RICP®
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Early Retirement: How To Protect Your Hidden Retirement Asset
retirement Congratulations, you’re ready to leave the grind for early retirement. But even if your savings are rock solid, an early exit from your career puts one of your most important assets (and your wealth itself) at risk. Here’s what that is, and how to protect it.
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Tired of Pricey Life Insurance Premiums? 4 Ways to Manage a Policy When You Retire
life insurance Instead of canceling or letting your policy lapse, consider cashing it in, donating it or paying premiums another way.
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Crypto in My 401(k)? In One Way It Makes Sense, But on the Other Hand …
cryptocurrency Don’t invest in Bitcoin or other cryptocurrencies in your 401(k) just because it’s cool. Deciding whether to include cryptocurrency in your qualified retirement plan depends on how you answer these three questions.
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SECURE Act Has Changed the Inherited IRA Rules
inheritance The IRS recently proposed a major change in the way inherited IRAs work for those subject to the SECURE Act’s 10-year rule. Inheritors need to be ready.
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Retiring Early? A New IRS Rule Could Mean More Money in Your Pocket
retirement Those younger than 59½ can now withdraw more from IRAs, 401(k)s or other qualified retirement accounts without a 10% early withdrawal penalty. It’s all because the IRS changed how to calculate Substantially Equal Periodic Payments. But beware of the risks.
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Why Your New Social Security Check May Be Less Than You Thought
social security Watch out, because these three supposed “rules” about Social Security benefits may not actually apply to you.
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Will It (My Home, My Life Insurance, Etc.) Be in My Estate?
estate planning This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
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