Rolling over retirement savings plans to an IRA is a common practice for employees transitioning to a new company or individuals simply looking to take
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For many nearing retirement, the excitement of entering the golden years can be overshadowed by fear. With record-breaking inflation rates, coupled with market
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If you are above a certain income threshold, you may be subject to an additional Medicare surtax. Under The Affordable Care Act, the Medicare surtax requires an
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December is a busy time of year preparing for the holidays and new year, but don’t let the chaos distract you from your financial to-do’s. From a Roth
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If you have company stock and are looking to withdraw it from your retirement, the net unrealized appreciation (NUA) tax break may be an option you should
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As 2022 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to
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If you could have a million dollars today or a magic penny that doubles every day for 30 days, which would you choose?
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Funding a Health Savings Account, or HSA, is a great way to save and pay for qualified out-of-pocket medical expenses. But are you familiar with the withdrawal
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‘Tis the season to deck the halls, light the menorah and help provide peace on earth (or at least to your families) with a well-constructed financial and estate
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Are you approaching age 72and preparing to take your first required minimum distribution (RMD) from your retirement account? An RMD is a minimum amount that you
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Roth IRA distributions are always tax-free... right? Not necessarily. There are certain circumstances where your Roth IRA distribution could be subject to
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With the holiday season quickly approaching, you may be considering how you want to make your charitable donations. If you’re an IRA owner, you may want to
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