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Holding Real Estate in an IRA

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Is this unorthodox investment idea underappreciated? You can invest your IRA assets in different ways. Should you invest a portion of those assets in real estate? At first thought, putting real estate into an IRA may seem ...

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Mid-Life Money Mistakes

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If you are between 40 & 60, beware of these financial blunders & assumptions. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey ...

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Is Your Company’s 401(k) Plan as Good as It Could Be?

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In light of a recent SCOTUS ruling, this is a good time to double-check. How often do plan sponsors check up on 401(k)s? Not as often as they should, perhaps. A recent legal development seems to call for greater supervision ...

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Behind on Your Retirement Savings?

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What steps could you take to catch up? If life has not allowed you to build substantial retirement savings, what can you do to improve your retirement prospects? Here are some suggestions. Play catch-up. If at all possible, ...

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IRA Rollovers for Lump Sum Pension Payouts

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Give those dollars the opportunity for further tax-deferred growth. A big payout leads to a big question. If you are taking a lump sum pension payout from your former employer, what is the next step for that money? It will be ...

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How Long Do You Have To Keep Your Statements?

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A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment ...

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Changes in the Retirement Benefits Landscape

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A rundown of the big & little alterations coming this year. 2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. ...

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AARP: Avoid a nasty tax surprise

http://www.aarp.org/work/retirement-planning/info-2014/tax-deferred-retirement-savings-balance.html?intcmp=AE-WOR-RELBOX
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A Roth IRA’s Many Benefits

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Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced, it has become a fixture in many retirement planning strategies. The ...

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Rehearsing for Retirement

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Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the ...

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