Retirement Planning
Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally
April 22, 2025
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Category: Tax Planning
RECENT ARTICLES
Retirement Planning
Avoiding the Penalty for Early Roth IRA Withdrawals
The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free,
February 24, 2025
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Retirement Planning
2025 Retirement Savings Contribution Limits
The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and
November 30, 2024
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Tax Planning
Inflation-Adjusted Increases Come Down to Earth
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good
November 11, 2024
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Charitable Giving
Donor Advised Funds: A Flexible Tool for a New Generation of Giving
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible
September 19, 2024
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Tax Planning
How Mergers and Acquisitions Can Impact Your Equity Compensation
When your company undergoes a merger or acquisition, the future of your outstanding stock grants—whether stock options, restricted stock, or
August 23, 2024
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Mid-Career Professionals
Changing Jobs: What Happens to Your 401(k)?
There’s a lot involved in moving to a new company, and normal for some to put some of the more
August 22, 2024
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Life Management
Inherited IRAs: It’s Complicated
Several changes resulting from the SECURE Act and SECURE 2.0 Act in recent years have made inheriting an IRA more
August 19, 2024
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Life Management
Marriage and Money: A Newlywed’s Guide to Joint Finances
Getting married is a milestone unlike any other. It signifies partnership and shared responsibility, now and in the years ahead.
July 1, 2024
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Personal Finance
Required Minimum Distribution Rules Are Updated – Again
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations
May 28, 2024
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