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We Will Make Over $300k Combined This Year. Can We Use a Backdoor Roth to Avoid Retirement Taxes?
SmartAsset via Yahoo Finance· 18 hours agoHigh-income households can use what's called a "backdoor Roth" to utilize a Roth IRA despite the...
IRS Issues Guidance On Penalty Exceptions For Emergencies And Domestic Violence Victims
Forbes· 24 hours agoTypically, when you make an early withdrawal from your retirement plan, you are socked with a 10%...
6 Retirement Savings Changes To Expect in 2025
GOBankingRates via Yahoo Finance· 4 days agoBig changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for...
Want More Money in Retirement? Here's How Much Your Current Tax Returns Could Be Worth
The Motley Fool via AOL· 6 days agoWhile it's not a fortune, it could be enough to make major repairs to your home or vehicle. It may...
I’m 39 with nearly twice my salary in retirement savings, plus a government pension. Should I be...
MarketWatch via Yahoo Finance· 3 days agoCapital Wealth Management, said Roth contributions may be an appropriate strategy, given that much...
6 Things To Do Now If You Have More Than $5,000 in Your Checking Account
GOBankingRates via Yahoo Finance· 4 days agoA recent GOBankingRates survey showed that 9 out of 10 people have a checking account. But despite...
5 Things to Do as Your Retirement Date Approaches
The Motley Fool via AOL· 4 days agoEven if you're only a few years from your expected retirement date, your money will have time to grow. Plus, unless you need the funds from day one of...
Winning at retirement may come down to dodging these 3 careless mistakes
Moneywise via AOL· 2 days agoBut you could also balance this out by holding some stocks, so your savings will continue to grow...
What is a nonqualified annuity and how does it work?
Bankrate via AOL· 4 days agoThis flexibility allows high-income earners to save larger sums for retirement. Unlike qualified annuities, nonqualified annuities don’t have required ...
Ask an Advisor: We're in Our Mid-50s With $2 Million in Our 401(k)s. Is It Time to Pivot to Roth...
SmartAsset via Yahoo Finance· 5 days agoWe are a dual-income couple in our mid-50s with over $2 million in our 401(k)s. Should we...