You should try to avoid early withdrawals from your retirement accounts unless absolutely necessary. Taking money out of your ...
I am retired but not yet 73. I have been doing Roth IRA conversions for a few years. I know you can’t withdraw the converted ...
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Ask an Advisor: I'm 65 and Still Working. Should I Use My Roth IRA for a $30k Home Renovation?
I am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking to retire soon. I need ...
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I'm 65 With $750k in an IRA and Already Taking Social Security. Is a Roth Conversion Still an Option?
If you’re 65 years old and collecting Social Security, you may wonder if it’s too late to convert your $750,000 traditional ...
The drawbacks of your early IRA withdrawal may not become obvious until tax time, when you find yourself facing an unusually large bill. But that's not the only reason you may want to find another way ...
If you don't have a strategy for taking money out of your retirement accounts, your accounts could run dry too soon.
There are also rules limiting your IRA withdrawals. Typically, you'll pay a 10% early withdrawal penalty if you take money ...
The events at Directline have led to a divided board, management, and staff, putting at risk customers who had paid the ...
Layin’ It on the Line: The hidden IRS rule that could save your retirement from long-term care costs
When it comes to retirement planning, most people focus on the “big three” of income, taxes, and investments. But there’s ...
Your gold IRA company will match you with a gold IRA custodian (this is an IRS-approved entity that holds your gold IRA). A gold IRA custodian allows you to open a self-directed IRA with them, which ...
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New bill seeks to ease homeownership for first-time buyers
United States Senator Todd Young (R-Ind), along with Ruben Gallego (D-Ariz.), has introduced legislation that aims to help ...
Turning 50 comes with financial advantages. Learn about 10 tax breaks you may qualify for to cut costs, boost retirement ...
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