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Five-Year Rule on Roth IRA Contributions and Payouts: Kiplinger Tax Letter
Kiplinger Tax Letter It’s important to know when the five-year clock starts for tax-free earnings.
By Joy Taylor Published
Kiplinger Tax Letter -
Evidence More People are Using An Important Retirement Savings Plan
A new Vanguard report on five million workers reveals new high in participation with workplace retirement plans.
By Ben Demers Published
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Are You Ready to ‘Rothify’ Your Retirement?
Legislation makes Roth accounts more enticing, and savers who mostly prefer to defer face tough decisions. How to choose?
By David Faulkner, CFP®, RICP® Published
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Three Tips to Help Millennials Strengthen Their Finances
Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.
By Marcy Keckler, CFP®, CRPC® Published
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Should Graduates Spend or Save Their Gift Money? 14 Strategies to Consider
Financial experts share tips for deciding how to treat monetary gifts.
By Kiplinger Advisor Collective Published
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Will You Pay Higher Taxes in Retirement?
Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Here’s a Way to Save Social Security and Defer RMDs
People who don’t need Social Security benefits could opt out of receiving them in exchange for not being forced to take required minimum distributions.
By Chris Heerlein, Investment Adviser Representative Published
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Lower Taxes on Required Minimum Distributions
Tax Breaks Congress has given retirees more time to take required distributions from their retirement accounts. But postponing withdrawals could cost you a lot of money.
By Sandra Block Last updated
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12 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows Last updated
real estate