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Taking Distributions from Your Traditional IRA

Taking Distributions from Your Traditional IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan for withdrawals from these retirement-savings vehicles. Knowing the fine points of the IRA...
Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA

Ten Reasons to Roll Over Into Your Retirement Plan vs. an IRA

Performance results may differ substantially. As an institutional buyer, a retirement plan (401(k), 403(b), 457, etc.) may be eligible for lower cost versions of most mutual funds. Cost savings with institutional share classes can be considerable and can have...
Make A Deductible IRA Contribution—It’s Not Too Late!

Make A Deductible IRA Contribution—It’s Not Too Late!

Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible traditional IRA contribution for the 2018 tax year between now and the tax filing deadline and claim the write-off on your 2018 return. Or you can...
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