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Insights: IRS Rules

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Tax-Free Charitable Donations From Your IRA

With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...

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How to Make The Most of Your Rollover

If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...

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IRA Contribution Limits Increase

Each year in October, the IRS announces the cost-of-living adjustments (COLAs) that will apply to retirement savings plans for the following calendar year. This chart provides the IRA limits for...

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IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018

Overview The Tax Cuts and Jobs Act of 2017 has clearly indicated that amounts converted from Traditional, SEP and SIMPLE IRAs to Roth IRAs, after 2017 are no longer eligible...

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Understanding Prohibited Transactions and How to Avoid Them

A self-directed IRA can open the door to many investments that you may have not considered. A short list of investments your IRA may not invest in is spelled out...

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