Insights: IRA rules

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Legislative Update: SECURE Passage Slipping Away?

Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...

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No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

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Stretching IRA Beneficiary Payments

When inheritance comes in the form of an IRA, beneficiaries have a unique option available to them that not only spreads out the tax liability of their inheritance but allows...

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estate planning ira

Estate Planning With IRAs

Careful estate planning can help individuals ensure that their financial matters are handled as they wish after they die. Although having an estate plan typically takes on more importance as...

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401(k) Distribution Options When You Change Jobs

If you’ve been lucky enough to participate in a retirement plan at work, you’re already off to a great start saving for your retirement. When you decide to change jobs,...

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3 Ways to Fix an Excess Contribution

Investing in a self-directed IRA comes with some great tax benefits – and you can bet the IRS keeps a close eye on IRA transactions to ensure compliance with the...

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