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The Pitfalls of Self-Directed Roth IRAs
IRAs If a typical Roth IRA doesn’t give you the investment opportunities you’re looking for, a self-directed Roth IRA might be of interest. However, you’d better know what you’re doing.
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The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
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I Inherited an IRA. Now What?
Financial Planning Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.
Financial Planning -
7 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks Nearly 60% of taxpayers expect a refund this year, and many will receive a larger amount.
Tax Breaks -
12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
retirement -
Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
IRAs Being your own boss has its perks, and those include special retirement savings possibilities, such as SIMPLE IRAs, SEP IRAs and Solo 401(k)s.
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6 Money-Smart Ways to Spend Your Third Stimulus Check
Coronavirus and Your Money If you don't have to use your third stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
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"Above-the-Line" Deductions for Your 2021 Tax Return
Tax Breaks If, like most people, you claim the standard deduction instead of itemized deductions on your return, there are still many other tax deductions available that could save you a lot of money.
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Tax Tip: Reporting a 2020 RMD From an IRA That You Later Returned
Coronavirus and Your Money If you paid back a "required minimum distribution" from an IRA last year, you still have to report the payout on your 2020 tax return.
Coronavirus and Your Money
