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These two accounts are both funded with money that has already been taxed, but there are still important differences that clients need to know.
August 21 -
Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.
August 18 -
Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.
August 17 -
Retirees who under-reported their income to avoid taxes will also get smaller retirement benefits than they deserve.
August 17 -
Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.
August 16 -
Retirees should weigh a number of factors, including the fact that the closing costs for reverse mortgages are higher than those for regular mortgages.
August 16 -
IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.
August 15 -
IRA investors should consider implementing a charitable lead annuity trust when converting some of their funds into Roth to mitigate the tax bite.
August 15 -
The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.
August 14 -
The withdrawals can be taken early in the year, late in the year or in installments throughout the year. Each approach has advantages to consider.
August 14