A man is wondering if he can retire at age 62 with $2.5 million in a Roth IRA.Retire at age…
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A 60-year-old woman is planning for retirement and reviewing her IRA balance. Let’s say you’re 60 years old and have…
A woman meets with a tax professional to discuss tax rules for IRA rollovers.It is very common to roll over…
Rollovers from 401(k) plans to IRAs are common when employees retire or change jobs.More than 5.6 million people transferred funds…
Dear Dan What happens if the husband is married but names someone other than his still-living wife as the beneficiary?…
Many people buy a home with the intention of paying off their mortgage. But sometimes things happen. If you lose…
I have $2 million in stocks, mutual funds, exchange traded funds, $500,000 in retirement, and $250,000 in cash. No debt…
In financial planning, there’s a lot to do, like balancing your portfolio, checking your insurance deductibles, reviewing your spending receipts,…
Changes in tax laws can have unintended consequences and force people to do what they are supposed to do. Congress…
The Internal Revenue Service has said many who inherit an IRA must empty their accounts within 10 years of the…