Latest
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
Financial Planning -
7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
self directed IRA -
16 Ways Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Looking to avoid state income taxes in retirement? Satisfy Florida residency requirements to prove you’re the real deal.
State Tax -
Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
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Estate Planning Got You Down? Start With a Will
Financial Planning Estate planning may feel overwhelming. Start with a will and the rest will fall into place.
Financial Planning -
Graduation Gifts to Build Good Money Habits
Financial Planning The best graduation gift will help the young person in your life build savings and ramp up their money skills. Today's grads could use a break.
Financial Planning -
Junk Bonds Are Anything But
Becoming an Investor It is time for high-yield skeptics to concede that the rewards from junk bonds trounce the perceived risks.
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Smart Money Moves to Make Before Year End
Financial Planning You can take action now to lower your taxes, save money and enhance your finances for 2024.
Financial Planning -
Tap Home Equity for Retirement Income
If you're looking for extra retirement income, it's worth checking close to home. We look at four ways to use your home equity as a source of regular income.
