Latest
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The Downside of Delaying RMDs
Thanks to the SECURE 2.0 Act, the age for required minimum distributions is going up. However, don't automatically assume you'll benefit from this change.
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Retirement Saver's Tax Credit Converted to "Saver's Match"
President Biden has signed legislation that turns the Saver's Credit into a government match to your retirement plan contributions.
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
Making Your Money Last The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
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How to Protect Your 401(k) From a Market Crash or Recession
401(k)s You can’t control what happens in the stock market, but you can control what YOU do when there’s a downturn. To safeguard your savings, follow these investing golden rules.
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Most-Overlooked Tax Breaks for Seniors and Retirees
Tax Breaks Unfortunately, seniors over age 65 often miss tax-saving opportunities that are available to them. Don't let that happen to you.
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What You Need to Know About Calculating RMDs for 2023
required minimum distributions (RMDs) If you don’t need to live on your RMDs, then 2022’s market downturn could have a bright side: lower RMDs for 2023 and therefore lower taxes.
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2 Ways Retirees Can Defuse a Tax Bomb (It’s Not Too Late!)
If you’re retired and find yourself sitting on a “tax bomb,” you may think there’s nothing you can do. But two strategies could seriously reduce your taxes in retirement.
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An RMD Deadline is Approaching Quickly – And Missing It Could Cost You Big Bucks
If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
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Roth IRA Contribution Limits for 2022
Roth IRAs Now's the time to make sure you've contributed the right amount to your Roth IRA.
