A Qualified Charitable Distribution (QCD) is a tax advantaged way for Traditional, Rollover and, in some cases, Simple and SEP IRA owners age 70 ½ and older, …
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Beware of Possible Estate Planning Issues Lurking in your 401(k) Plan
There are several reasons why rolling over your 401k into an IRA makes since. Estate planning is one of those reasons. And while you may think you have fully …
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