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Deadline for Returning RMDs to Retirement Accounts is Approaching Fast
Coronavirus and Your Money Retirees who took a required minimum distribution earlier this year need to act quickly if they want to avoid taxes on the money they withdrew.
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Who Can Still Do a Stretch IRA after the SECURE Act: Explaining the Exceptions to the Rule
IRAs Many beneficiaries who inherit IRAs lost a major tax break recently, but five types of people still qualify for this “stretch IRA” benefit. Are you among them?
IRAs -
Retirees Get Another Break with Expansion of RMD Waiver
Making Your Money Last The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to undo previous withdrawals.
Making Your Money Last -
12 Ways to Get Your Retirement Plan Back on Track
retirement planning If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again once you get back on your feet.
retirement planning -
RMD Waiver + Stimulus Check = Tax Credit
retirement For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year could mean they'll get a tax credit next year.
retirement -
Retirees Get a Break on IRA Distributions
retirement The IRS is expected to come out with additional guidance, but here’s what we know so far.
retirement -
The Stock-Bond Shuffle of Asset Location
investing It's a well-used strategy to help minimize taxes. Take a look at how it works.
investing -
5 Ways to Better Optimize Your Finances
Making Your Money Last Small changes can help you do the best possible with what you have. Here are some tweaks to consider making to your financial life.
Making Your Money Last -
Roth IRA Conversions are on Sale
retirement Many retirement savers can get an extra-good deal on Roth conversions right now. Here's why.
retirement
