Retirement feels far away… right up until it’s five years out and suddenly very real.
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Strip away the jellybeans for a moment and Easter is bold. In the Christian faith, the resurrection of Christ isn’t a sentimental side note—it’s the headline
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March 29 is National Vietnam War Veterans Day, which exists for a simple reason: a lot of people came home from that war and were promptly told—explicitly or
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One of the biggest misconceptions around the 3.8% surtax is assuming retirement accounts are “neutral.” While distributions from IRAs and employer plans aren’t
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The NIIT may get the spotlight, but it’s not the only health-care-related tax lurking in the background. There’s also an additional 0.9% Medicare tax on wages
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Life insurance and Roth IRAs are often tossed into the same bucket labeled “good for your heirs.” Both are tools designed to move wealth from you to the people
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I recently heard someone say “In good times, people buy. In bad times, people buy. In chaos, people freeze.” That line sticks with me because it perfectly
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Opening an IRA for a young worker is easier than many think. For minors, a parent or guardian can establish what’s known as a “guardian” or “custodial” IRA
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If you own a traditional IRA, there’s a moment in retirement that arrives with all the excitement of a jury duty notice: the year you must begin taking required
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If you’re expecting a tax refund this year, congratulations—you managed to overpay the IRS just enough to get some of your own money back. Think of it as
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Surviving spouses generally have three options when an IRA is left to them: roll the account into their own IRA, keep it as a spousal inherited IRA, or disclaim
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Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
