How to Tap IRAs Early

Oct 12, 2020 by

You’re years from that magical age 59-1/2 when the IRS would stop penalizing you 10% for an early withdrawal, but you’re itching to get at your IRA nest egg. There’s an option you may not know about: Substantially Equal Periodic Payments.

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It’s Not About the Latte

Sep 8, 2020 by

Do these 5 crucial steps to build your nest egg and drink all the lattes you want.

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SEP or Roth IRA?

Mar 9, 2020 by

Are you self-employed (a freelancer)? Then you may be able to build a retirement fund far faster contributing to a SEP IRA instead of to a Roth IRA.

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Benefit of Saving $6,000

Feb 24, 2020 by

Hey: if you want to buy groceries, electricity, and gasoline when you stop working, you need to sock away some cash while you have paid employment. Social Security isn’t going to cut it. But if you need more motivation to save than avoiding being poor and miserable when you’re old, have a look at this.

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Tax Free IRA Distribution

May 10, 2016 by

Here’s how to stiff Uncle Sam on the tax on required minimum distributions from your traditional IRA. No offshore tax haven needed. 🙂

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Tax Refund Time!

Apr 6, 2016 by

You paid the government too much in 2015, and now a fat tax refund is coming your way. Here’s how to get the most bang for your refund buck.

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4 Crucial IRA Tips

Dec 17, 2015 by

Turn down Jingle Bells just long enough to have a look at these 4 IRA tips. Money doesn’t grow on Christmas trees you know!

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IRAs and Your Taxes

Apr 13, 2015 by

The 2014 IRA contribution deadline is Wednesday. If you’re wavering on whether to contribute, here’s an easy-to-understand primer on the tax benefits of IRAs.

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Don’t Miss These Tax Sav...

Dec 16, 2014 by

Uncle Sam’s holiday gift for those who aren’t naughty with their IRAs is hefty tax savings!

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Financial Gain Without Pain

Oct 4, 2013 by

What if I told you I’ve discovered a way you can boost your retirement nest egg by $100,000 over 40 years without denying yourself a single thing you can pay for with cash? Have I sunk to selling scams now? Nope. Read on to learn the simple secret.

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