IRA

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What to Do After Inheriting an IRA

Heirs must begin taking withdrawals once they inherit an IRA, but how they choose to make those distributions can have a big impact on their account balance over time.
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Own a Retirement Account? Keep Your Beneficiary Designations Up to Date

Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations.
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The Charitable IRA Transfer: Permanent at Last

In December 2015, President Obama signed into law the "Protecting Americans From Tax Hikes Act of 2015." This new ruling made permanent many tax breaks that had been dubbed "extenders" as taxpayers would have to wait -- typically until the last minute -- for lawmakers to reinstate them for another year. Among the most popular of the bunch is the IRA charitable transfer provision. So if you are age 70½ or older and charitably minded to boot, consider tapping your IRA.
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Three Year-end Tax Reduction Tips

Even though April 15 now seems a distant deadline for filing your 2015 tax returns, in order to take advantage of some of the biggest tax reduction strategies, you have to act before the end of this year. Without further ado, here are three "go-to" maneuvers that you may want to execute by December 31.
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Financial Planning Tips for Singles

Living the single life no longer is an anomaly: According to the U.S. Census Bureau, nearly 40% of households nationwide are maintained by a single person.1 Being single affects many areas of financial planning, including retirement, financing health care later in life, and other key issues.
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