qualified accounts

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SMART Tax Planning Tips!

As the year draws to a close, you should run through this last-minute checklist of tax planning issues that can help you keep more of your hard earned money or avoid any tax problems! Max Out Your Work Retirement Accounts (401(k), 403(b), etc). You can contribute up to $18,000 in your 401(k) for 2015. If […]
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Top Investment Rules For Retirement

With people living longer and the future of Social Security uncertain, setting up a financial plan and investing in a retirement account is crucial for financial independence. Here are three top investment rules for retirement to follow when investing in an IRA, 401(k), 403(b) or any other qualified retirement account. Rule 1: Invest some of […]
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Is The Roth IRA Right For You?

One of the best ways to save for retirement is through individual retirement accounts (IRA). There are two different types of IRAs, traditional and Roth. A Roth IRA has unique characteristics that can make it a very effective retirement-savings tool, but it isn’t for everyone. If you are deciding between a traditional and Roth IRA, […]
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