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We're in Our Late 50s With $1.6M in 401(k)s. Should We Start Making Roth Contributions?
A Roth IRA offers significant benefits for retirees. As an after-tax account, distributions from Roth IRAs are typically ...
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Traditional IRAs and pre-tax 401(k) plans are not as good for your heirs
Understanding the implications of the '10-year rule' on pre-tax IRAs can significantly impact your financial planning. While ...
Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market.
Beyond Immediate Tax Savings: 4 Advantages of a 401(k)
Under the Employee Retirement Income Security Act (ERISA), your 401 (k) funds are typically protected from creditors and ...
3 Ways to Reduce Your Required Minimum Distribution (RMD) and Pay Less in Taxes
If you're charitably inclined, using a qualified charitable distribution, or QCD, is a great way to reduce your RMD. Instead ...