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I'm Going to Get $3,300 per Month From Social Security. How Can I Reduce My Taxes?
SmartAsset via Yahoo Finance· 4 days agoApproximately 40% of households pay taxes on their Social Security benefits, according to the Social...
3 Ways to Make Your Donations Count—Without Taking a Tax Hit
Barrons.com· 3 days agoOne of the best tactics is donating appreciated stock to avoid capital-gains taxes. Another is...
Top 10 Roth IRA Benefits
GoBankingRates via AOL· 5 days agoIndividual retirement accounts changed forever when new legislation in 1998 created the Roth IRA. A Roth IRA is nearly identical to a traditional IRA,...
This is the 'sweet spot' for Roth individual retirement account conversions, expert says
CNBC· 5 days agoIf you're weighing a Roth individual retirement account conversion, you could save on taxes by...
Social Security Is in Trouble—for Real. When to Claim Your Benefits.
Barrons.com· 5 days agoThe long-term outlook of the program isn’t any better than it was a year ago, according an annual...
We're in Our Early 60s with $1.4 Million. Can We Afford to Withdraw $90k Per Year in Retirement?
SmartAsset via Yahoo Finance· 4 days agoThere are going to be many factors that help you determine if you’re ready to retire to $90k per...
A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...
Fortune via Yahoo Finance· 3 days agoThe benefits are plenty, advisors say. You’ll enjoy tax-free withdrawals in retirement (assuming you...
10 Rules for Successful Investing You Should Know
MediaFeed via AOL· 4 days agoWhether you’re new to investing or have been at it for decades, following some tried and true rules can give you more confidence, reduce risk, and make...
Experts: 7 Key Signs You Should Do a Roth Conversion
GOBankingRates via Yahoo Finance· 5 days agoThere are several types of retirement accounts that financial advisors recommend to save for retirement, including a 401(k) and Roth IRA. While you don't...
The Savings Game: When trusts and estates are named beneficiaries of IRAs
Herald & Review· 6 days agoIn a recent newsletter, IRA specialist Ed Slott examined the potential drawbacks of naming trusts or...
