Latest
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IRA vs Roth vs 401(k): Which Do You Pick?
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong.
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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity
The Tax Letter With QCDs, retirees can save on taxes by making donations from their IRAs directly to charity. Here's what you need to know about qualified charitable distributions.
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The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
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What to Know Before You Inherit an IRA
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks.
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
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Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
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Three Potentially Costly IRA Mistakes That Are Easy to Avoid
An IRA is a great savings tool, but it does come with some rules that can trip up a lot of people. Find out more here about beneficiaries, after-tax contributions and RMD tables.
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9 Tax Deadlines for April 18
tax deadline Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do on Tax Day than just filing your federal income tax return.
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Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023.
