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Increasing Life Expectancies Lead to Lower RMDs

Increasing Life Expectancies Lead to Lower RMDs

According to the current Administration, polling shows that nearly half of Americans are concerned they will not have enough money to live on during retirement.1 One proposal for addressing this...

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IRA Power of Attorney

Who Will Manage Your IRA If You Can’t?

“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...

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Why investing in alternative assets makes sense in a self-directed ira

Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA

The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...

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Cost of Living Adjustments for IRA Contributions

IRA Contribution Limits for 2020

The IRS has announced the cost-of-living adjustments (COLAs) that will apply to tax-qualified retirement savings plans for the 2020 tax year. In some years, the increase in the cost-of-living index...

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Rolling over retirement savings

Rolling Over Retirement Savings

If you’ve recently changed jobs or retired and left behind retirement savings in your former employer’s retirement plan, you’re eligible to move those assets out of your former employer’s plan...

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Can the IRS take my IRA

Can the IRS take my IRA?

Monarchies and governments have been collecting taxes since Pharaohs ruled ancient Egypt. The methods for collecting tax may have changed through the years, but a state or federal taxing agency...

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