16 Sep Choosing an IRA at age 67

Posted at 10:59h in Ask NJMoneyHelp, Retirement

The pros and cons of a traditional IRA versus a Roth IRA. ...

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15 Sep Think slow: Selling strategies for your RMD

Posted at 11:00h in Ask NJMoneyHelp, Retirement

Preparing your investments for Required Minimum Distributions....

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21 Aug Investing Inherited IRA distributions

Posted at 11:13h in Ask NJMoneyHelp, Retirement

Most options require you to pay taxes on the RMD...

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17 Jun I’m 59 1/2. Time for IRA distributions?

Posted at 13:26h in Ask NJMoneyHelp, Retirement

Get the rules straight before you take a Required Minimum Distribution (RMD)...

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10 Jun Was buying an annuity a mistake?

Posted at 10:21h in Ask NJMoneyHelp, Insurance, Retirement

Annuities often have high surrender fees ...

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09 Jun A retirement head start for grandkids

Posted at 11:08h in Ask NJMoneyHelp, Retirement

Using RMDs to start an IRA for a child...

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26 May Taxation and investing of inherited IRA distributions

Posted at 12:03h in Ask NJMoneyHelp, Retirement, Taxes

You can't avoid taxes on RMDs from Inherited IRAs, but you can invest anywhere ...

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07 May Roth conversion strategies for your estate

Posted at 11:15h in Ask NJMoneyHelp, Estate Planning, Retirement

The tax-free status of a Roth IRA makes it a great estate planning tool. ...

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02 Mar How often should I take Required Minimum Distributions (RMDs)?

Posted at 15:22h in Ask NJMoneyHelp, Retirement, Taxes

Deciding when to take Required Minimum Distributions is an important part of your retirement plan. ...

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20 Feb The rules for RMDs if you’re still working

Posted at 17:28h in Ask NJMoneyHelp, Retirement

Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...

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