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11 Ways the CARES Act and Other Government Measures Could Help You in 2020
unemployment Hopefully, the CARES Act and other coronavirus stimulus measures will get the U.S. economy back on track. Some of the changes made could improve your own financial health in 2020, too.
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A Hidden Benefit of the Coronavirus Stimulus Bill: You Can Wait to Take Your RMD
required minimum distributions (RMDs) Legislation is expected to waive required minimum distributions from retirement savings accounts for 2020.
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SECURE Act Basics: What Everyone Should Know
Making Your Money Last The rules on retirement have recently been rewritten. Here are the biggest changes and how they could affect you.
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A CPA's Guide to the New Later Tax-Filing Deadline
IRAs Wondering how the July 15, 2020, extended tax-filing deadline affects you and how to make the most of it? Check out this FAQ with CPA Riley Adams.
IRAs -
Cure Your IRA Tax Infestation with a Roth
retirement Nasty taxes are hiding in 401(k)s, 403(b)s and traditional IRAs. To help eradicate that problem, Roth accounts could give you the flexibility you'll need for retirement.
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Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
retirement Don't let the death of the "stretch IRA" diminish your legacy. Here are three strategies to consider to keep the inheritance you plan on passing down from blowing up.
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A Penalty-Free Route To Tap an IRA
retirement The SEPP strategy lets IRA owners avoid the early-withdrawal penalty by taking equal payments for at least five years or until the owner turns 59½.
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The Elimination of the Stretch IRA: 7 Strategies to Consider
retirement Some, like Roth IRA conversions, will be familiar possibilities. Others, including spray trusts and strategic disclaiming of spousal IRAs, might be new concepts for you.
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Alternate Strategies for Stretch IRA
retirement There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman.
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