[ad_1] One nugget of free tax advice that pops up a lot on social media…
Individual Retirement Accounts
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STOCK MARKET
Retirement balances are at their highest in nearly two years, with 20% jump in 401(k) millionaires
by userby user[ad_1] The fourth quarter ended on an upswing for retirement savers. Retirement-account balances hit their…
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[ad_1] IBM announced last November that it would no longer contribute a traditional company match…
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STOCK MARKET
Here’s what people nearing retirement really need their 401(k) plan to provide
by userby user[ad_1] “Any financial professional or organization that gives rollover-related advice would have to adhere to…
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[ad_1] It looks like we had better ramp up our 401(k) and IRA contributions to…
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STOCK MARKET
I sold my house and invested in IRA CDs. They mature next month. How will I be taxed?
by userby user[ad_1] I’m 70 years old and I sold my house in August 2022 for $250,000.…
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STOCK MARKET
Should I ‘rip off the bandage’ and pay the tax now on my $1 million nest egg?
by userby user[ad_1] Got a question about investing, how it fits into your overall financial plan and…
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STOCK MARKET
I have multiple IRAs and a 401(k): How do I avoid RMD headaches next year?
by userby user[ad_1] Got a question about investing, how it fits into your overall financial plan and…
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STOCK MARKET
I’m going to end up paying taxes on 85% of my Social Security benefits in retirement. What will my final check look like?
by userby user[ad_1] I have been taking a look at my Social Security statements. If I wait…
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STOCK MARKET
‘I’m dipping into my Roth IRA’: I’ve been unemployed for 5 months. I used to earn $10,000 a month. Do I sell my house?
by userby user[ad_1] I’ve come to the point where I’m dipping into my Roth IRA to pay…