Major Expenses In Retirement and How They Affect Retirement Planning
Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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Category: Tax Planning
Inherited IRA Rules & Beneficiary IRAs
What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
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401k Rollover to IRA—An Interview with Expert John Frisch
This video covering the decision to do a 401k rollover to IRA or not is part of our Wealth Summit...
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Roth IRAs: 5 Things You Need To Know
There are many retirement savings vehicles to help you prepare for the future. Included among...
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Should I Invest In A Traditional IRA Or A Roth IRA? What’s Better?
You know you need to save up for retirement but choosing the exact method to save can seem...
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What is a Homestead Exemption?
When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...
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4 things to do when a spouse inherits an IRA
As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
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What you need to know about the 60 day IRA rollover rules
Most investors have at least one IRA, or individual retirement account. If you’re not...
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Establishing residency for income tax purposes
A reader writes in: “I’m a Nevada resident, but I love California, and most of my...
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Retirement income tax smoothing
You’ve worked hard your whole life. You saved as much money as you could afford, when you could...
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The difference between ETF’s and ETN’s
Many investors have jumped with both feet into the ETF market. Their fees are generally lower than...
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3 things you need to know about Roth recharacterization rules
No doubt by now you’ve heard of the Roth IRA and it’s amazing tax-free benefits. Roth IRA’s truly...
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