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Secure Act 2.0 Passage: Impact on IRAs

Three years after passing the SECURE Act of 2019, Congress passed the SECURE Act 2.0 to further advance the bipartisan policy initiative of increasing Americans’ retirement savings. Signed into law...

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What to Know About Inherited IRAs

IRAs are an important estate planning tool for passing wealth directly to loved ones outside of probate – and even tax-free with a Roth IRA. But it’s important to understand...

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4 RMD Strategies to Help Mitigate Losses and Taxes

The IRS requires all IRA holders aged 72 or older to withdraw a certain amount of money each year from their IRAs (not including Roth IRAs). Referred to as a...

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New Rules for RMDs

If you’re age 72 or older, you must withdraw a certain amount of money each year from your IRAs (excluding Roth IRAs). These “required minimum distributions” (RMDs) are mandated under...

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Do You Have Enough Saved to Retire?

“How much do I need to have saved to retire?” That’s the million-dollar question – or perhaps a two-million-dollar question now, thanks to inflation. Of course, what savers really want...

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Maximize Self-Directed IRA Tax Benefits for Your Clients

The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...

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