Estate Planning Using a Roth IRA
If you are confident that you have excess capital beyond your retirement and life-spending needs, you may use a Roth IRA for estate planning.
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If you are confident that you have excess capital beyond your retirement and life-spending needs, you may use a Roth IRA for estate planning.
Roth IRA conversions have gained popularity, thanks to the removal of the income cap on conversions several years ago. A Roth IRA allows your principal and earnings to grow completely tax-free, because contributions are made to a Roth IRA after tax.
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This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.
Dollar-cost averaging (DCA)—investing the same fixed amount of money in a particular fund (or portfolio) at regular intervals—is a technique that helps you avoid the
Many strategies exist to help you maximize Social Security income, depending upon your family situation and stage of life. This article touches upon just three strategies that can be worth hundreds of thousands of dollars to many people.
If you are married, your spouse should generally be listed as your beneficiary on your 401(k), 403(b), or other retirement account, including IRAs. If you
Joe Nocera is a bright guy. Over the course of a lengthy career, the former Fortune executive editor who now hangs his hat at the
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