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


Oct. 8, 2021

Have You Heard About the “Rich Person’s Roth?”

A Roth IRA is one of the best ways to minimize taxes, but many people earn too much to qualify…

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Sep. 24, 2021

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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Sep. 17, 2021

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…

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Sep. 17, 2021

3 Ways to Prepare Your Investments for Potential Tax Hikes

The coronavirus pandemic has touched every aspect of our lives. From a financial perspective, the two biggest effects have been…

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Sep. 17, 2021

What You Need to Know About Inheriting a Roth IRA

We recently talked about what options you have when you inherit a traditional IRA from your spouse. But what about a…

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Sep. 3, 2021

Congress Reintroduces Retirement Plan Proposals

Senators Cory Booker (D-NJ) and Senator Todd Young (R-IN) recently reintroduced a set of four proposed laws aimed at helping families and…

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Aug. 6, 2021

Four Ways to Maximize Your Retirement Income and Minimize Your Tax Bill

Because taxes are one of the few certainties in life, tax planning is one of the biggest benefits of retirement…

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Jul. 23, 2021

Don’t Make This IRA Rollover Mistake

IRA rollovers are a popular retirement planning tool, but there are some rules to be aware of so that you…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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May. 7, 2021

4 Steps to Take to Avoid Paying the Required Minimum Distribution Penalty

If you’re retired and over age 72, you’re probably aware that you’re required to take a certain amount from tax-deferred…

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