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  • Financial Literacy & Fundamentals Retirement Planning Tax Planning

    Turning age 70.5 with an IRA account – what you need to know

    • Roxanne Alexander

    When to Start Planning for Retirement There’s a reason that you need retirement plan solutions. Regardless of when you plan to stop working, the IRS requires you to take distributions at 70.5. Making sure you start taking distributions is crucial, since the IRS imposes a 50% penalty on funds that are not withdrawn. But, this is…

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    Six Things – Part 1: Squaring The Curve

    • Harold R. Evensky

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    Six Things – Part 2: Returns (No Control)

    • Harold R. Evensky

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    Six Things – Part 3: Volatility

    • Harold R. Evensky

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    Six Things – Part 4: Real People

    • Harold R. Evensky

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