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


Mar. 1, 2023

Secure Act Changes: What Are the Secure Act 2.0 Changes to Retirement?

Secure Act 2.0: Changes Retirees Should Know About New legislation that impacts retirement plans and accounts is an infrequent occurrence.…

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Jan. 19, 2023

Required Minimum Distributions in 2023

Are you aware of the changes to required minimum distribution (RMD) rules for retirement accounts, including employer-sponsored retirement plans like…

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Dec. 29, 2022

What You Need to Know About SECURE Act 2.0

On December 23, 2022, the House of Representatives passed the Consolidated Appropriations Act of 2023 (over 4,000 pages long, mind…

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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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