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Yesterday, I attended a seminar about investing in real estate with yor IRA. This has been an IRA opportunity since 1974. You can learn how to use your IRA to buy and sell real estate, borrow from your IRA, save money and defer taxes. You can learn how to buy and sell homes nationwide. I… Read More »
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In the very recent past, I know many pre-retiree’s who laughingly exclaimed that they will become a WalMart greeter just to have something to do during retirement. Read More »
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On December 23, 2008, President Bush sgned into law the Worker, Retiree, and Employer Recovery Act. The Act states that no RMD is required for 2009. Read More »
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<span style="font-family:Arial;font-size:12px;">Do you have old 401k plans?<span style="font-size:12px;font-weight:normal;">Do you have old 401k plans that are “Left Behind” with old employers? Surprisingly enough, the overwhelming answer is usually... Read More »
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<span style="font-family:Arial;font-size:12px;">Your Company’s 401(k) Plan, Don’t Give Up Free Money!<p>The term 401(k) gets thrown around so often but so many <a rel="nofollow" href="http://www.erollover.com/blog/401k-planning/company-401k-planning#" id="KonaLink0"... Read More »
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Understanding the short- and long-term tax implications of rollovers from employer-sponsored retirement plans is a critical component of retirement planning. Read More »
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As the recession continues to plague our economy, the next shoe to drop may well be your employer match on your 401kplan. However, there are many things to think about when planning for your 401k strategy. Read More »
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Five common ways you're letting money slip through your fingers. Read More »
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IRAs are intended to provide for the retirement of the IRA holder and, after he or she is deceased, for the support of his or her beneficiaries. They are not intended to permanently shelter savings from income tax. For this reason, the IRS has established distribution rules Read More »
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