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Retirement
Provisional Income: What Is It and How Is It Taxed?
Your Social Security benefits may be taxable depending on your provisional income. This is calculated…
How to Build a Roth IRA Portfolio for Long-Term Growth
A Roth IRA is a tax-advantaged retirement account many people use to build long-term savings,…
My Mother Has $260k in an IRA. Is a Nursing Home Able to Take It?
A nursing home cannot directly seize funds held in an individual retirement account (IRA). However,…
Do Seniors Over 80 Have to Pay Income Tax?
Reaching your 80s doesn’t automatically mean saying goodbye to income taxes. Many retirees live on…
Do Roth IRA Gains Get Taxed?
How Roth IRA gains are taxed depends on when and why you withdraw the money.…
What’s a Realistic Retirement Budget? I’m 60 With $740k Saved on an $85k Salary.
For most of your working career, the focus of your retirement planning is on accumulating…
What’s a Realistic Retirement Budget? I’m 66 With $1.1k in a 401(k), Another $80k in Savings and I’ll Have $2,800 Social Security
A retirement budget compares expected income with planned expenses to see whether spending fits within…
Can You Open a Roth IRA for Your Adult Child?
A Roth IRA offers tax-free growth and tax-free withdrawals in retirement, which can benefit young…
Is There an Income Cap for a Roth IRA?
Roth IRAs allow your savings to grow tax free and allow tax free withdrawals in…
How to Use an HSA to Pay for COBRA
You can use money from a health savings account (HSA) to pay for COBRA health…
I’m 65 With $950k in an IRA. Is It Worth It to Convert $150k per Year to a Roth IRA to Avoid RMDs and Retirement Taxes?
A Roth IRA conversion is available any time you have money in a qualifying pre-tax…
Can You Use HSA for Health Insurance Premiums After Retirement?
A health savings account (HSA) can support your retirement plan through tax-deductible contributions, tax-free growth…
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