The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all of the benefits of a traditional 401(k) without...
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The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all of the benefits of a traditional 401(k) without...
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If you are a regular reader of this blog, you know there are many ways to save for retirement. Some retirement plans are more unique than others; an...
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Congratulations! You’ve moved up the corporate ladder steadily increasing your income. The bad news, you’ve been designated a highly...
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*Note: This post has been updated with the Secure Act of 2020 changes* The distribution options available to the beneficiary of an IRA are confusing....
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The Tax Cuts and Jobs Act of 2017 is the most significant change to the tax code in 30 years. Most of the individual tax laws are not permanent and...
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A Roth conversion is an attractive way to generate both tax-free growth and tax-free retirement income. Even though everyone qualifies to use this...
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Many companies have been adding the Roth 401(k) option to their retirement plans since they became available in 2006. Unfortunately, few participants...
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You donate to your favorite charity each year because it makes you feel good to support a cause that means something to you. The tax benefits...
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Ah, retirement! Traveling, volunteering, or just being happy not having to work. Whatever your retirement dreams are, paying for medical expenses is...
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If you have to worry about taxes in retirement, that’s a good thing. Why? It means you’ve done your part and saved. It’s a great problem to...
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