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Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.
February 14
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A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13
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The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.
February 13
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.
February 11
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They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.
February 11
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Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10
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Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.
February 7
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Why do advisors focus so heavily on planning for a lifestyle change that may never happen?
February 7
Life Planning Partners -
All artworks, racehorses, cars, and trading cards are not created equal, and not all “investment opportunities” are the best in their field.
February 7
