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What are the potential home equity and tax strategies for wealthy seniors?
HousingWire via Yahoo Finance· 9 hours agoSteve Resch, vice president of retirement strategies at industry-leading lender Finance of America...
I'm Retiring. What Do I Need to Know About Qualified Charitable Distribution (QCD) Rules?
SmartAsset via Yahoo Finance· 10 hours agoAn individual retirement account owner aged 70 ½ or more may be able to withdraw money from the...
Ask an Advisor: I Lost My Job. Can I Tap Retirement Accounts Without Penalties?
SmartAsset via AOL· 5 days agoI lost my job last year and need to take care of a parent. In doing that, I must withdraw money from...
Ask an Advisor: Can I Retire at 55? I Have $760k, Plus a Rental Property, Pension and Disability...
SmartAsset via Yahoo Finance· 10 hours agoI currently have $500,000 in a 401(k) and contribute up to the pre-tax limit every year, plus...
Hardworking Americans can cheer new rules regulating financial advisers
Las Vegas Sun· 20 hours agoKudos to the Biden-Harris administration for taking bold action to protect Americans’ retirement...
Dave Ramsey Against 401K for Education "Your Retirement Savings Come First, Even Before Funding...
Benzinga via Yahoo Finance· 6 hours agoFor many people, having a 401(k) savings plan means having access to money in the event of...
Breaking Down the DOL’s Fiduciary Rule | PLANADVISER
PLANADVISER· 4 hours agoThe Department of Labor’s final retirement security rule, to be published in the Federal Register Thursday, has drawn mixed early reaction since it went...
Can I Roll My 457(b) Retirement Plan Into an IRA?
SmartAsset via AOL· 4 days agoIt allows participants to defer income taxes on retirement savings until the funds are withdrawn. Whereas, Individual Retirement Accounts (IRAs) are <...
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy | PLANADVISER
PLANADVISER· 2 days agoAside from Social Security and a defined contribution retirement plan, everyday savers should be investing in health savings accounts, income replacement annuities, and many ...
5 retirement money moves you can make right now to secure your nest egg
Moneywise via AOL· 14 hours agoWiserAdvisor is an online platform that can connect you with a qualified financial advisor that can...
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