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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...
4 years ago
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Beyond 401(k) and IRA
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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...
4 years ago
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2019 Social Security Survey Results
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...
4 years ago
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7 Mistakes With Inherited IRAs
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...
4 years ago
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Inherited IRAs After the SECURE Act
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...
4 years ago
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