Did you know there is no minimum age for having an IRA? As long as your child has earned income, you can open an account in their name. Whether they contribute
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If you’re enrolled in a high-deductible health insurance plan, you may want to consider contributing to an HSA. Keep in mind that, like other retirement savings
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As the beneficiary of an inherited IRA, you might be aware of some rules that come with these retirement accounts. However, are you also aware that the rules
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Whether you’re a spouse who has inherited an IRA or you’re the retirement account owner, there are many rules to know to avoid costly penalties when making a
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If you received a refund this tax season, you are likely considering how to spend the extra cash. Instead of purchasing a new car or taking a vacation, what if
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Sadly, spousal beneficiary mistakes are common, and making financial decisions in a time of grief can be especially challenging.
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Preparing for retirement can be overwhelming. Between tax, estate, insurance, Social Security, Medicare, and investment planning, some important aspects of your
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If you or someone you know is going through a divorce, it’s important to understand that the financial assets of a couple, including the retirement assets, are
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Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill but also to ensure you’re setting aside
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Did you accidentally make an IRA or Roth IRA contribution that you’re now regretting? Luckily, you’ve got options! A recharacterization, in the simplest of
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Naming the beneficiaries of your retirement assets may seem like an obvious task to complete as you plan for the future, but it is often also one of the most
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With a New Year comes a fresh start, which means now may be a good time for you to consider whether or not you're working with the right tax professional. With
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