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Dear Penny: Can I withdraw a lump sum from my late wife’s IRA and avoid taxes?
Tampa Bay Times· 31 minutes agoMy wife passed in 2017, and I inherited her IRA account. A beneficiary of a retirement account has...
Ask an Advisor: I'm 60 and ‘Feeling Hopeless' With Just $15k Saved. What Can I Do Now to Increase My...
SmartAsset via Yahoo Finance· 21 hours agoWhat can I possibly do to increase my savings now? – Joy There's no question that $15,000 is a small...
Can I Roll Over the Employer Match in My 401(k) to a Roth IRA?
SmartAsset via Yahoo Finance· 1 hour agoIf you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer...
Ask an Advisor: I Lost My Job. Can I Tap Retirement Accounts Without Penalties?
SmartAsset via Yahoo Finance· 7 days agoI lost my job last year and need to take care of a parent. In doing that, I must withdraw money from...
Is A Mega Backdoor Roth Right For You? How To Figure That Out
Forbes· 1 day agoOther financial advisors who spoke with me added that the “mega” strategy prompts their clients to...
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy | PLANADVISER
PLANADVISER· 3 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 ...
Retirement Practice Lead Eickman Departing QPA | PLANADVISER
PLANADVISER· 15 hours agoMatthew Eickman, the national retirement practice leader for Qualified Plan Advisors, will leave the...
Ask an Advisor: I Want to Give Money to My Son...I Give Away Without ‘Incurring a Tax Issue With the...
SmartAsset via AOL· 4 days agoBut even … Continue reading → The post Ask an Advisor: I Want to Give Money to My Son and...
Dave Ramsey: 10 Retirement Planning Tips He Swears By
GoBankingRates via AOL· 1 day agoDave Ramsey approaches retirement planning with the same commonsense wisdom as the rest of this...
69% of Pre-Retirees Say Retirement at 65 Is Not Possible | PLANADVISER
PLANADVISER· 7 days agoMost non-retired investors (69%) between the ages of 55 and 65 concur that the traditional retirement age of 65 is irrelevant to their plans, as revealed in the ninth annual ...