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Retirement
How Much Should I Have in My 401(k) at Age 55?
By age 55, you’re about a decade away from retirement. Many financial experts suggest having…
When Should I Take My First RMD?
You may not be thinking about required minimum distributions (RMDs) throughout your career, but chances…
Employee Deferral vs. Roth Deferral
If you have to choose between a traditional or Roth deferral, you will have to…
What Is the RMD for a 401(K) If You Still Work?
Retirement accounts like 401(k)s come with specific rules. One of the most important, required minimum…
We Will Make $360k Combined This Year. Can We Use a Backdoor Roth Strategy to Reduce Our Taxes?
A backdoor Roth can sometimes be a good idea.The government puts income limits on who…
What Are the Distribution Rules for Inherited IRAs?
When you inherit an individual retirement account (IRA), it comes with a set of rules…
How to Build an Investment Plan for Retirement: Examples
Whether retirement is decades away or just around the corner, knowing how to build an…
Can You Reinvest Your RMD into a Roth IRA?
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs…
When Does the RMD Age Go Up to 75 Years Old?
For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes…
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate…
I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?
Do you have a backup plan?This is one of the key questions when it comes…
What Tax Bracket Does It Make Sense to Start Converting Traditional IRA to a Roth?
Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred…
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