Posts

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Year-End Tax Moves to Consider Now

You have some control over how much you pay each year in income tax. Before the end of the year you should be reviewing a few of your options. Selling securities that are worth less than what you paid for them in non-retirement accounts. For…
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Stretch IRA is Dead - Secure Act

Stretch IRA is Dead and other new IRA rules are part f the newly passed Secure Act.
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How Seniors Can Make Tax-Free Charitable Deductions (QCD's)

If you or your parents are at least 70 1/2 years old and make charitable gifts than this article could save you a lot of income taxes. The 2017 Tax Cuts and Jobs Act made a special gifting strategy especially attractive for seniors making charitable…
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Fictitious Balance on Your 401k/IRA Account Statement

Your account balance carries a hidden surrender charge. Millions of working Americans contribute a percentage of their earnings to a 401k account while many also have IRA accounts, most of which were formerly 401k that were rolled over to…
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ROTH VS. TRADITIONAL IRA...8 Important Comparisons

Roth vs. Traditional IRA 8 Important Comparisons Roth vs Traditional IRA? Deciding which retirement account type may fit your needs is an important step in retirement planning. The comparisons below provide an overview of the differences…