Latest
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Are You an Estate Planning Procrastinator? Where to Start
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.
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Traditional IRAs: Get Tax-Deferred Retirement Savings
A traditional IRA is a powerful way to save for retirement. If you don't have a 401(k) it can be especially helpful.
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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.
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Is It Too Late to Do a Roth Conversion if You're Retired?
The short answer is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate?
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Five Financial Planning Secrets of Millionaires
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way.
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Why Do People Retire in Florida? 9 Things You Must Know
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches.
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Here's Why You Shouldn't Put All Your Money Into Roth IRAs
Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
