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Mid-Year IRA Investment Review

The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...

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Moving Money Before Retirement

Timing is everything – especially when it comes to investments. Participants deferring compensation into a 401(k) plan receive the benefit of dollar-cost-averaging through consistently timed contributions, as well as the...

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How to Avoid Self-Directed IRA Prohibited Transactions

With a self-directed IRA (SDIRA), you have the benefit of tax-deferred investment growth (tax-free with a Roth IRA) and the freedom to invest in almost anything. Investors look to self-directed...

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Withholding Tax

Will Taxes be Taken Out of My IRA Withdrawal?

If you want to take a specific dollar amount out of your IRA, which of the following would you request your IRA custodian to distribute? Exact amount Amount plus 10%...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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Futures Trading

Diversifying Your Retirement Portfolio: What Investors Need to Know About Futures Trading

Futures trading got some mainstream attention with the success of the 1983 big-screen comedy “Trading Places,” with co-stars Dan Akroyd and Eddie Murphy trading on frozen orange juice futures. The...

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