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How 13 Types of Retirement Income Get Taxed
retirement When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
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IRAs and 401(k)s Are Nice Now, But Will RMDs Hamper Your Retirement?
Roth IRAs We’ve got four years left until tax rates are set to revert to higher levels, so workers may want to shift their thinking away from 401(k)s and traditional IRAs in favor of Roth accounts.
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Should You Consider a Roth Conversion While the Market is Down?
Roth IRA Conversions Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conversion.
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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.
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10 Tax Deadlines for April 18 (Today is Not Just the Due Date for Your Tax Return)
tax deadline Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do today than just filing your federal income tax return.
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I Love Roth IRAs and Roth Conversions!
Roth IRAs Roth IRAs truly are a gift from the government, but many people haven’t taken Uncle Sam up on them. Now is a great time to do just that. Here’s why.
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When Is Your First RMD Due?
required minimum distributions (RMDs) If you turn 72 in 2022, you still have plenty of time to take your first RMD. But you might be better off taking it now.
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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?
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Roth IRA Basics: 11 Things You Must Know
Financial Planning A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
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