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Ira :: Burkina Faso | 4 days ago

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Michael Jones is a partner at Thompson Jones LLP in Salinas, Calif. and author of a newly published book, Inheriting an IRA . We recently asked Jones to talk about the ins and outs of inheriting an IRA...Question: Ed Slott, a well-known authority on

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Alexandria :: VA :: USA | 4 days ago

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Whether you're new to the job or have been in it for years, one thing you shouldn't forget about is retirement planning . Here's how you and your spouse can make the most of your options to help ensure a healthy financial future as a retiree. First

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Irvine :: CA :: USA | 4 days ago

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Financial infidelity common in couples "If you leave it with your former employer, the company has 100 percent control of it," he said. Most of the time, a company 401(k) limits investment to 20 to 25 choicestypically mutual fundsbecause fiduciary

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Ira :: Burkina Faso | 5 days ago

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My wife and I are both 54-years-old, and we each earn a six-figure salary. We are currently maximizing our contributions to our employers' traditional 401(k) plans...You are in an ideal situation to benefit from investing some or all of your future

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Ira :: Burkina Faso | 6 days ago

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The following is an excerpt from Inheriting an IRA by Michael J...Required Minimum Distributions (RMDs) that aren't needed can be saved and invested. Consider using those RMDs to beef up contributions to your own tax-advantaged retirement account

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Ira :: Burkina Faso | 8 days ago

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Even after retiring, people can still set up a Roth IRA and leave it for their children. Financial adviser Johanna Fox Turner explains what people need to do when it comes to Roth IRAs. July 16, 2014 If you're nearing or in retirement, have you

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California City :: CA :: USA | 12 days ago

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You can research legitimate opportunities by starting with legitimate websites. Bankrate.com and Kiplinger all have good articles on the topic. Options for exiting a timeshare Dear Liz: How do I walk away from a timeshare? It's paid off but we have

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Boston :: MA :: USA | 16 days ago

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Regressive distribution of tax benefits for retirement saving calls for reform, writes Ben Harris. To do so, he staged a simulation of different types of tax reforms for retirement saving so it is equitable for all levels of income.  July 8, 2014 Tax

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San Francisco :: CA :: USA | 16 days ago

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One of the biggest financial advantages out there is something anyone can access by opening a simple retirement account: compound interest. Retirement accounts such as 401(k)s and  Roth IRAs  aren't just savings accounts they're actively invested,

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Alexandria :: VA :: USA | 19 days ago

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The 2013 Asset Allocation, Product Ownership, and Perception of Providers study revealed that retirement account ownership increased significantly among the wealthiest investors...Both the mass affluent and millionaire studies showed 66% of investors

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