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Retirement
How to Make Investments in Your Roth IRA
A Roth IRA is an account, not an investment, so once you’ve put money into…
What Is a Trigger Rate in an Annuity?
Annuities can be a valuable tool for ensuring a steady income stream and managing financial…
How to Make Your Own Retirement Income Distribution Plan
Creating a retirement income distribution plan involves managing your savings and investments to generate a…
IRS Grants Retirement Account Holders Ability to Withdraw $1,000 for Urgent Needs
It is easier to take up to $1,000 out of retirement plan savings to help…
How Much Does a Roth Conversion Cost in Florida?
When you make a Roth conversion, the costs will depend on where you live.Converting money…
What Retirement Accounts Can Be Held Jointly?
While bank accounts and many other financial accounts can be jointly owned, retirement accounts like…
Roth TSP vs. Roth IRA
Both Roth thrift savings plans (TSPs) and Roth individual retirement accounts (IRAs) can offer significant…
401(k) Deferral Deposit Deadlines
Late 401(k) contributions can potentially lead to penalties and missed investment opportunities. Employers must adhere…
Differences of Direct vs. Indirect Rollovers
Managing retirement savings effectively often involves rollovers, which allow investors to move funds from one…
Understanding 401(k) Contribution Errors
Correcting 401(k) contribution errors involves identifying the mistake, adjusting future contributions and potentially making retroactive…
Is It Wise to Convert 20% of My IRA to a Roth Each Year to Avoid Taxes and RMDs?
Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth…
Does Virginia Tax Social Security?
Virginia does not tax Social Security benefits, which means that retirees in the state can…
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