In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although designed as a tool…
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The In’s and Out’s of Required Minimum Distributions
Required Minimum Distributions, commonly referred to as “RMD’s” for short, are a fact of life for the typical American retiree. As the country slowly transitioned from retirement benefits consisting of guaranteed payments by pension plans…
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Three Under-the-Radar CARES ACT Financial Planning Opportunities to Consider
This article highlights three lesser-known CARES Act tools to consider when making financial decisions in 2020. Executive Summary In response to the global COVID-19 crisis, the United States government rolled out the CARES Act to…
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