Ed Slott & Company
Your retirement planning strategy can seem very daunting, with no idea where to turn. But here are the basic (and not so basic) tenets you must know to save and stretch your wealth during (and after) your retirement years, courtesy of the alphabet.
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Ed Slott & Company
Your retirement planning strategy can seem very daunting, with no idea where to turn. But here are the basic (and not so basic) tenets you must know to save and stretch your wealth during (and after) your retirement years, courtesy of the alphabet.
Read more...
Ed Slott & Company
Your retirement planning strategy can seem very daunting, with no idea where to turn. But here are the basic (and not so basic) tenets you must know to save and stretch your wealth during (and after) your retirement years, courtesy of the alphabet.
Read more...
Editorial Staff
Americans are worried what inflation might do to their retirement finances. According to a recent survey, 93% reported they worried at least "a little" about inflation’s impact on their retirement finances, and a majority, 53%, said they worried "a lot."
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Ed Slott & Company
ATM fees are doing damage to your paycheck, your daily financial picture, and your retirement savings. According to a study by the Pew Charitable Trusts, checking accounts at the 10 biggest U.S. banks had a median 49 fees in October 2010.
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Ed Slott & Company
Found in: IRAs
A real-life case that came to our attention dramatically reinforces what we have been professing for more than a decade: Having a financial advisor who is expertly trained in the rules applicable to IRAs can be one of your most important investments.
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Ed Slott & Company
Found in: IRAs
Many individuals name their spouse as beneficiary of their IRA when in fact the spouse may not need that money to live on. In these cases IRA owners should consider naming their children or grandchildren as their IRA beneficiaries.
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Ed Slott & Company
Found in: IRAs
In general, there aren’t too many things you can do after a year is over that affect your taxes for a previous year, but thankfully, one of those things is a traditional IRA contribution. We’ll tell you whether or not you qualify.
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Ed Slott & Company
While the media has done a good job of simplifying investing, some magazines and TV shows have oversimplified retirement planning. It’s a highly complex process that requires in-depth knowledge and impartiality—and do-it-yourselfers often get in trouble.
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Ed Slott & Company
Found in: IRAs
It is estimated that Baby Boomers stand to inherit a total of $8.4 trillion from the previous generation. Undoubtedly, many traditional and Roth IRAs will be included. Here are some important points to keep in mind when inheriting an IRA.
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