IRA
Guide
Tax Refund Direct Deposit
As much fun as it is to hold your tax refund check in your hands as you rub them together with glee, direct deposit is a simpler and faster ...
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Calculator
How Much Money Will I Have At Retirement?
Calculate how much savings you’ll have at
different retirement ages
Guide
Avoid Required Minimum Distribution Mistakes
How many times in life do you have to worry about removing too little money from a financial account? Before retirement, there are few such ...
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Q&A
Asked by Joel
Answered by Stephen Hartel, MBA, AIF in Denver, CO
Joel,
Yes, the IRS allows you to take the
RMD from whichever account(s) you wish, as
long as the total is correct.
Best
regards,
Steve
Calculator
What Will My Monthly Income Be At Retirement?
Calculate how much your income will be at
different retirement ages
News
Retirement Savings Better Than Ever
America's collective readiness for retirement is improving, according to Fidelity's latest Retirement Savings Assessment study. The study di...
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Guide
5 Reasons to Invest In A Roth IRA
Should you invest in a Roth IRA instead of a traditional IRA? If you have earned income for the year, your modified adjusted gross income (M...
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Calculator
How Much Do I Need To Save To Retire?
Calculate how much you’ll need to support your
lifestyle in retirement
Q&A
Asked by Derrell
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Derrell
IRS rules prohibit putting your
RMD into another tax-advantaged retirement
account. Have you considered converting the
remaining portion of your traditiona...
Q&A
Asked by an anonymous user
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Upvote 15
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Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
This country has made a revolutionary shift
from pensions to a self-service retirement
model (401Ks, IRAs, etc). The average baby
boomer has not yet fully adjusted to...
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