Retirement-plans
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Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
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Lower Your Income So You Can Contribute to a Roth IRA
401(k)s If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford Last updated
401(k)s -
Check Off These Four Financial Tasks to Finish 2024 Strong
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference.
By Daniel Razvi, Esquire Published
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS has delayed certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
By José Echeverri Published
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Jacob Wolinsky Last updated
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The 25 Best No-Load Mutual Funds You Can Buy
mutual funds The key to building wealth long-term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
By Nellie S. Huang Last updated
mutual funds -
Sending a Child to College? 10 Money-Saving Tips and Tricks
college To help keep costs under control during the school year, here are 10 things that parents of college students can think about trying.
By Daniel Fan, J.D., LL.M., CFP Last updated
college