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I’m 51, make $80,000 a year and just inherited $170,000. I want to beef up my retirement savings —...
MarketWatch via Yahoo Finance· 16 hours agoI shared some tips for using them as a guide with this reader here. You didn’t mention if your...
Do I Have to Pay Tax on My Inheritance?
SmartAsset via Yahoo Finance· 4 days agoThere comes a time in all of our lives when we have to say goodbye to a family member or friend. If you were close with the person who passed away, you...
My sister inherited $350,000 from her father’s estate, but her husband was diagnosed with dementia....
MarketWatch via Yahoo Finance· 6 days agoIn Colorado, a prospective Medicaid recipient’s 401(k) and IRA are countable for eligibility,...
How to calculate taxes on an inherited annuity
Bankrate via AOL· 6 days agoIn addition to owing income taxes, you may be hit with the net investment income tax of 3.8 percent on distributions of earnings, if you exceed the...
Do I Need to Take RMDs If I'm Still Working?
SmartAsset via Yahoo Finance· 1 day agoIf you contribute to a tax-advantaged retirement account at work or a traditional IRA, Required Minimum Distributions (RMDs) are something you'll need to...
Pump Up Your 401(k). New Roth Rules Make It Easy.
Barrons.com· 7 days agoRoth conversions aren’t subject to these limits. Another reason to consider...whereas before you had to start depleting it in your early 70s. Prior to...
Individual retirement accounts
InvestmentNews· 2 days agoUnfortunately, that can also be true for paying taxes on retirement distributions. This goes for those with 401(k)s (and other company plans) and IRAs,...
How To Open An Individual Retirement Account In 4 Easy Steps
Forbes· 2 days agoRetirement planning is one of the most important financial steps to ensure a secure and comfortable...
Wealth Management Update June 2024
The National Law Review· 2 days agoThe June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%....
Exclusive: Meet Northern Ireland’s First Nationalist Leader
Time via Yahoo News· 7 days agoBut her biggest break came in 2017, when she was appointed to succeed Martin McGuinness, the former ...
