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Ask an Advisor: Can a Single Financial Advising Firm Address All of My Financial Concerns?
SmartAsset via Yahoo Finance· 3 days agoCan one individual or organization cover my complete spectrum of financial concerns, including...
Do I Owe Taxes on a Retirement Account Distribution?
SmartAsset via Yahoo Finance· 3 days agoA retirement plan distribution occurs when you withdraw money from the plan. There are several different types of distributions, including early...
Is It Actually Possible to Lose Money in a Roth IRA?
SmartAsset via Yahoo Finance· 1 day agoA Roth IRA gets favorable tax treatment that can help you accumulate funds for retirement. Despite the advantages, you can lose some or all of the money...
529 Plans For College Savings Are Almost Too Good To Be True
Investor's Business Daily· 4 days agoGrandparents 73 years or older can also use their annual required minimum distributions as a gift...
Ask an Advisor: I'm 81 With a $118K Mortgage and $110K in an IRA. Should I Withdraw From My...
SmartAsset via Yahoo Finance· 4 hours agoI am 81 years old. I have a home mortgage balance of $118,300. I also have a $110,000 rollover...
Weekly IRS Roundup May 6 – May 10, 2024
The National Law Review· 4 days agoRevenue Ruling 2024-09, which provides the May 2024 applicable federal rates. Notice 2024-35, which provides guidance related to certain specified ...
Big Age Gap With Your Spouse? What You Need to Know.
Barrons.com· 2 days agoFor couples with an age difference of 10 years or more, assets need to last longer to cover both of their retirements, making the risks of missteps...
What Is A Roth IRA and How Does It Work?
GoBankingRates via AOL· 4 days agoA Roth IRA is a qualified individual retirement account that allows you to grow investments tax-free. You contribute money you've already paid taxes on.
This Little-Known ‘Mega Backdoor’ Strategy Is Gaining in Popularity—and Can Seriously Boost Your...
Barrons.com· 3 days agoFor the right person, a mega backdoor Roth conversion is the tax equivalent of a free lunch. Suppose...
How You Can Use an HSA for Retirement
247wallst.com· 7 hours agoA health savings account (HSA) can not only help you pay for out-of-pocket medical expenses, it can also serve as an effective retirement savings tool...
