retirement plans
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SIMPLE IRA: What It Is and How It Works
A SIMPLE IRA allows self-employed and small business owners to contribute funds toward their employees' and their own retirement savings.
By Seychelle Thomas Published
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A 10-Year Checklist For Retirement Planning
This checklist for retirement planning will help you get in shape 10 years out.
By David Rodeck Published
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You've Just Inherited an IRA: What Do You Do Now?
The rules on inherited defined contribution plans (not just IRAs) seem like a moving target, but here’s what you need to know (as the rules stand now).
By Evan T. Beach, CFP®, AWMA® Published
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Have You Saved Enough For Retirement?
At least half of workers surveyed by Bankrate think they haven't saved enough for retirement. One-third think they are significantly behind in their savings. Are you?
By Seychelle Thomas Published
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Roth IRA Conversions: Benefits and Considerations Beyond Taxes
You could pay a lower tax rate now if you convert savings into a Roth IRA, but there could be more complex issues for you to consider.
By Troy Sharpe, Certified Financial Planner Published
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Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
By Scott Noble, CPA/PFS Published
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Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
By Jerry Golden, Investment Adviser Representative Published
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How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli Last updated
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Four Threats to the Distribution Phase of Retirement
Keep challenges such as inflation, market volatility and more in mind when it’s time for you to shift from saving for retirement to spending.
By Cliff Ambrose Published