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Alan and Bruce, THANK YOU for being great sources of information and taking the time to help those of us...
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There are two things to keep in mind when you are discussing ages and retirement plans. One is the age itself and the other is what does that age mean. For example, when is age 55 not 55? You will understand as you read further into the important ages associated with retirement plans.
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I have a client who rolled over a 401k with after tax contributions to an IRA ten years ago. Are...
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My husband passed away March 4,2015 at 67. At first, I had the IRA worded as a Spousal Beneficiary because...
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This week's Slott Report Mailbag looks at SEP IRAs and answers two questions on how SEPs fit together with Roth conversions and required minimum distributions in the retirement planning puzzle.
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Dan and Barbara are a couple soon heading into the second half of the retirement game. They had planned, and read, and strategized, and thought they were making sound financial decisions. That's before one meeting discovered they gave away $50,000 in "free" money.
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My wife and I are both in our 80s and have two adult daughters. We both have our individual TIRAs....
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With the calendar well into May, wedding season has arrived in full force. You have probably heard the saying that marriage has its benefits. Well, this is especially true when it comes to the IRA rules. If you are married, you may have some IRA options that would not have been available to you if you had not taken the plunge and tied the knot. Here are 4 IRA benefits you may have if you are married.
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This week's Slott Report Mailbag answers a college student's question on qualifying income for a Roth IRA contribution and discusses the still viable "back-door Roth" strategy.
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Person left his employer in February ’16 where he participated in a 401(k) plan. Started employment at another employer in...
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