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Photo credit: jb The SECURE Act has limited non-spouse beneficiaries (with a few exceptions) to a maximum of a ten-year stretch for IRA payouts. Because of this, the...
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Photo credit: malomar You're contributing as much as you're allowed to a 401(k) or other employer-sponsored retirement plan. If your income allows it, you're also...
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In November and December, 2019, I sent out a survey covering Social Security filing strategies. The survey was sent to a closed Facebook group (dealing primarily with...
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The inherited IRA, when implemented properly, can be a great vehicle for transferring wealth to your heirs, maintaining the tax-deferred status until much later. The...
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There are now two sets of rules regarding how distributions to designated beneficiaries must be taken for inherited IRAs and other retirement plans, when the...
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