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How to Leave a Legacy After the SECURE Act
retirement With the death of "stretch IRAs" comes a new era of estate planning. Many people's plans need some serious tweaks.
By Tony Drake, CFP®, Investment Advisor Representative Published
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5 Ways the SECURE Act Could Harm Retirees
Making Your Money Last To avoid RMD penalties, tax bills that are (possibly MUCH) higher than necessary and other problems, make sure you understand this groundbreaking new retirement law and take steps to keep your plan on track.
By Jamie P. Hopkins, Esq., CFP, RICP Published
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Retirement and Estate Planning Opportunities after the SECURE Act
retirement Have a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.
By Carlos Dias Jr., Wealth Adviser Published
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2 IRA Changes to Consider Right Now, Thanks to the SECURE Act
IRAs Quick: Who did you list as your IRA beneficiary? If you answered your children or grandchildren, not your spouse, you might want to change that ASAP.
By Rhian Horgan Published
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4 Ways Women Can Win with the SECURE Act
retirement The legislation wasn’t designed only for women, but there are four distinct ways they can take advantage with these retirement planning opportunities.
By Evan T. Beach, CFP®, AWMA® Published
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Raiding Your 401(K) Can Be a Divorce Disaster
retirement It's more common than you might think: Tapping retirement accounts to make ends meet during divorce. And it's also potentially much more costly than you realize.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Don't Panic If You're Turning 70½ This Year and Get an RMD Statement in the Mail
retirement Thanks to the SECURE Act, RMDs aren't required until you turn age 72.
By Rocky Mengle Published
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5 Ways Your 401(k) Is a Tax Trap (and What to Do about It)
401(k)s That massive 401(k) nest egg that you're so proud of comes with some serious baggage. Here are five major cons of these accounts and a couple of alternatives to consider instead.
By Michael Reese, CFP® Published
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Maryland Governor Proposes Major Tax Cut for Retirees
Tax Breaks Gov. Hogan hopes $1 billion in additional tax relief will make it more affordable for retirees to stay in Maryland.
By Rocky Mengle Published
Tax Breaks