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10 Result(s) in the “Tax Planning” Category


Oct. 8, 2022

Seven Things to Know About the Roth IRA

One of the most recent additions to the list of retirement investment options, the Roth IRA, was established 25 years ago…

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Sep. 2, 2022

When Should You Perform a Roth IRA Conversion?

We often talk about Roth IRAs – and for good reason, as they are a great tool for tax-free earnings…

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Aug. 12, 2022

2023 Projected Retirement Contribution Limits: Up, Up, and Away!

Are you maxing out your retirement contributions every year? Then you’ll want to read this.  Benefits consulting firm Mercer recently…

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Jul. 16, 2022

How The EARN Act Could Affect You

It’s looking more and more likely that major retirement-related legislative changes will happen sooner rather than later.  Recently, the Senate Finance…

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May. 16, 2022

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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Apr. 3, 2022

Avoiding the 10% Early Distribution Penalty for Spouse Beneficiaries of IRAs and Employer Plans

Distributions from an IRA or employer-sponsored retirement plan (employer plan) are subject to a 10% additional tax (early distribution penalty)…

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Mar. 18, 2022

Types of Retirement Accounts: The Three Tax Treatment Buckets

According to Nationwide’s 2019 Tax-Efficient Retirement Income Study, 28% of respondents were “terrified” about the impact of taxes on their retirement…

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Jan. 7, 2022

Forgot to Take Your Required Minimum Distribution? Here’s What You Can Do

It’s not unusual to forget or overlook your Required Minimum Distribution obligation. Perhaps you are a beneficiary of a tax-deferred account and…

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Jan. 7, 2022

Changes to Retirement Plan Maximums and Social Security Benefits for 2022

You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…

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Oct. 22, 2021

Why You Should Consider a Roth IRA Conversion Before Year’s End

If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…

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