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Stay on Top of RMD Rule Changes for 2020
required minimum distributions (RMDs) Between the SECURE Act and the CARES Act, the landscape has changed for RMDs this year. You don’t need to take one, for instance. And if you already have, you can probably undo it.
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Why 2020 Is an 'Unprecedented Opportunity' for a Roth IRA Conversion
Financial Planning Tax advisors say you can reduce your tax bill by 30% to 40% in this unprecedented time.
Financial Planning -
The Answers to More RMD Questions
retirement The CARES Act made 2020 required minimum distributions optional. But what are your next moves?
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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.
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13 Financial Moves to Make After Losing a Spouse
retirement Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next.
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Review Your Retirement Plan to Consider SECURE Act Changes
retirement If you've been putting off learning about the effect on your retirement this new law holds, here's a quick wrap-up of what's new.
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5 Ways This Recession Hits Retirees Particularly Hard
Making Your Money Last
Making Your Money Last -
IRS Provides Additional RMD Relief for Retirees
Tax Breaks Some seniors who withdrew money from a retirement account in 2020 before RMDs were suspended for the year can still roll the money back into an IRA.
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Retirees, Build a Financial Plan That’s Based on You
Financial Planning Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
Financial Planning
