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Topic:
Retirement Planning
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‘What a Great Company! I’ll Buy the Stock!’ How to Decide If You Really Should
If you’re managing your own portfolio, there are temptations that can lead you astray and cause you to veer away from the investment strategy you’ve settled on, and cost you a lot of money. For example: sooner or later you’re bound to hear a story about a company that’s headed for success—a great investment. The…
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Check this one thing in your 401(k) right now
Brett Horowitz, a certified financial planner at Evensky & Katz in Coral Gables, Fla., told Yahoo Finance that his firm is always looking to rebalance clients’ portfolios when they deviate from target allocations — for any reason. Back in early 2020 when the markets were at all-time highs, Horowitz said they rebalanced many portfolios to…
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Take advantage of Covid tax benefits using your IRA
In a previous blog in April, David Garcia and Mike Walsh discussed The Coronavirus Aid, Relief, and Economic Security (CARES) Act, which was signed into law by the president on March 26, 2020. The Act suspends required minimum distributions from IRAs, inherited IRAs, and defined contribution plans for the year 2020 (it is not applicable to…
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Money Minutes: Roth IRA Distributions
Money Minutes: Information to help you live a better financial life.
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CARES Act: What that means for your 2020 Required Minimum Distributions
The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law by the President on Thursday March 26, 2020. This sweeping stimulus package was passed in response to the economic threat caused the COVID-19 pandemic. The CARES Act has many different sections, but, in this blog, we are going to focus on the…
