Viewpoints about IRA
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Rolling a 529 account into a Roth IRA―helping clients navigate the details
A change in federal law gives owners of 529 education savings plan accounts a powerful new Roth IRA rollover option, but uncertainty remains about how the rollover rules will be interpreted and which restrictions apply in unique circumstances.
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401(k) versus IRA: three factors to consider when you retire
What should you do now with the money in your 401(k) plan when you retire? We’ll explain a few of your options and highlight three factors to consider when making your decision.
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What’s a money market fund?
Wondering if a money market fund could be a suitable investment for your IRA or 401(k) account? Check out this brief overview to help you decide.
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Potential benefits of having both a traditional and Roth IRA
Your traditional IRA is a great way to save for retirement. Find out 3 reasons to consider also opening a Roth IRA to help you maximize your retirement savings.
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What are the different types of IRAs—and which one fits you?
If you’ve considered investing in an individual retirement account (IRA), you may have noticed a few different names, including traditional, Roth, rollover, nondeductible, and SIMPLE/SEP. Learn about five key types of IRAs, then look at how an IRA can work alongside a workplace retirement account.
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Avoid these 7 common mistakes in your IRA
IRAs can be a great option to help you save for retirement. Here are seven tips to help you avoid common IRA mistakes.
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How to roll over your 401(k) directly to an IRA
When you leave a job, you may be leaving behind a 401(k) account, and you’ll need to decide what to do with your money. We’ll help you understand your options and outline how you can combine your accounts into an IRA.
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Know the consequences of an early IRA withdrawal
Before you tap into your IRA to meet an unexpected financial need, make sure you understand the potential tax, early-withdrawal penalty, and opportunity costs.
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Three year-end reminders for IRA contributions
Your IRA can be a great way to help save for your retirement. Give your savings a boost with these IRA contribution reminders.
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Four key questions about opening an IRA
IRAs can play an important role in your retirement savings strategy. Here are four questions about opening an IRA.
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