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MAGI, IRA, tax alphabet soup: What am I missing about deducting contributions?
Florida Today via Yahoo News· 3 months agoQ. Hi Dan. I’m looking at making an IRA contribution for 2023 for my wife. We are both in our 40s. I...
Over 70 1/2+ With an IRA? IRS Recommends Setting up a Qualified Charitable Distribution Now
GoBankingRates via AOL· 2 years agoAs the year slowly draws to a close, many retirees will soon be embracing the spirit of giving. The...
Rollover, RMD, and Roth IRA must be considered when moving funds into an IRA account
South Bend Tribune via Yahoo Finance· 5 months agoI retired over six years ago from a company whose retirement plan was a lucrative profit-sharing...
What to Know About Calculating RMDs
SmartAsset via Yahoo Finance· 3 weeks agoRequired minimum distributions (RMDs) are withdrawals you have to make from most retirement plans (excluding Roth IRAs). The age for withdrawing from...
How to withdraw retirement funds: Learn 9 smart ways
Bankrate via AOL· 5 months agoIf you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes. “As much as 70 percent of...
8 ways to take penalty-free withdrawals from your IRA or 401(k)
Bankrate via AOL· 4 months agoWhen unexpected expenses pile up and the emergency fund runs dry, where can you turn for money...
Can I contribute to a Roth 401(k) if I earn a high salary?
MarketWatch via Yahoo Finance· 2 months ago- Getty Images/iStockphoto Dear Dan, I keep seeing things about Roth 401(k) accounts but aren’t you...
This Move Can Save You Big on RMD Taxes
SmartAsset via Yahoo Finance· 2 years agoStocks and bonds have both taken a beating this year, but that can create an opportunity to save big on taxes for retirees who don't need their required...
Substantially Equal Periodic Payments (SEPP), explained
Bankrate via AOL· 6 months agoPortions of this article were drafted using an in-house natural language generation platform. The...
You Can Still Double Your Retirement Tax Breaks — Here’s How
GOBankingRates via Yahoo Finance· 4 months agoChoosing "Married Filing Jointly" on their tax returns this year may help married couples make the...