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Are You Feeling SECURE about Retirement?
retirement The SECURE Act has changed a lot of the retirement rules we’ve been living by for years. Take a look at the most significant changes and see how you might be affected.
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11 Ways the CARES Act and Other Government Measures Could Help You in 2020
unemployment Hopefully, the CARES Act and other coronavirus stimulus measures will get the U.S. economy back on track. Some of the changes made could improve your own financial health in 2020, too.
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A Hidden Benefit of the Coronavirus Stimulus Bill: You Can Wait to Take Your RMD
required minimum distributions (RMDs) Legislation is expected to waive required minimum distributions from retirement savings accounts for 2020.
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SECURE Act Basics: What Everyone Should Know
Making Your Money Last The rules on retirement have recently been rewritten. Here are the biggest changes and how they could affect you.
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A Penalty-Free Route To Tap an IRA
retirement The SEPP strategy lets IRA owners avoid the early-withdrawal penalty by taking equal payments for at least five years or until the owner turns 59½.
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Alternate Strategies for Stretch IRA
retirement There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman.
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2 IRA Changes to Consider Right Now, Thanks to the SECURE Act
IRAs Quick: Who did you list as your IRA beneficiary? If you answered your children or grandchildren, not your spouse, you might want to change that ASAP.
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4 Ways Women Can Win with the SECURE Act
retirement The legislation wasn’t designed only for women, but there are four distinct ways they can take advantage with these retirement planning opportunities.
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Don't Panic If You're Turning 70½ This Year and Get an RMD Statement in the Mail
retirement Thanks to the SECURE Act, RMDs aren't required until you turn age 72.
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