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Utilizing Retirement Savings and Tax Strategies for College Expenses

A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s degree earned...

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Reducing Taxes in Retirement With An IRA

It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

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2023 SDIRA Fraud Alerts

Investors value the self-directed IRA (SDIRA) for the freedom to invest in almost any type of investment while deferring taxes on contributions and investment gains. While the types of alternative...

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Is A Roth Conversion Right For You?

The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...

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Contribution Limits and Deadlines for Your 2022 Self-Directed IRA

Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for...

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2023 SDIRA Tax Reporting: Form 1099-R

Self-directed IRAs (SDIRAs) come with tax benefits – it’s up to the investor to understand the tax reporting requirements to claim those benefits. During tax season, one of the most...

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