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Should I Rollover my 401k into an IRA?

With very few exceptions, the answer is easy: Yes, rollover your 401k as soon as possible. read more »
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Retirement Withdrawal Strategies

A look at how to order distributions from accounts during retirement. (i.e., should you take money out of your Roth first? Your 401k? Your taxable ac[...] read more »
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Obama Versus McCain And Your Retirement Savings

In face of the current economic crisis, both Obama and McCain are proposing changes to the IRA and 401k rules hoping that it will help restore econom[...] read more »
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Investing In an IRA: Starting Early Pays

I was nervous about opening my IRA, but knew I wanted to get an early start. I learned that it wasn't that hard! read more »
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Stop Investing Your 401k Contributions In Company Stock Already

It seems every year we go through a huge company collapse. It’s Enron, Lehman Brothers, numerous mega banks, airlines, and on and on. First we hear a[...] read more »
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Tradition IRA versus Roth IRA — Which One Should You Choose?

Excellent look at the choice one may make between the Traditional, Pre-Tax IRA vs the Roth IRA. Choose wisely and benefit from the savings on taxes o[...] read more »
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Inheriting or Bequeathing an IRA » JoeTaxpayer

A discussion of the details around the inheriting of an IRA, the right and wrong thing to do either when you pass or when you are the beneficiary of [...] read more »
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Roth Mania! » JoeTaxpayer

A great explanation of why the new rules for Roth conversion in 2010 are not for everyone. There are a limited few who should take advantage to benef[...] read more »
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How to Rollover a 401k into an IRA

A step by step guide to rolling over your 401k into an IRA. read more »
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Obama’s 401k Plan Is A Double-Edged Sword

Have you heard about Obama's plan to allow penalty-free withdrawal from 401k and IRA? Do you think it's a good idea? I think it will hurt more th[...] read more »
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Discount Brokerage IRA Comparison

A handy chart comparing the various discount brokerage firms. read more »
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Which Type of IRA is Best for Me?

An explanation of Roth IRAs as compared to Traditional IRAs. read more »
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Why You Need a Roth IRA

With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks. read more »
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How to Tap an IRA for a Home Purchase - Kiplinger.com

You can withdraw up to $10,000 penalty-free to buy or build a first home, but make sure you know the rules. read more »
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A Financial Goodbye » JoeTaxpayer

A letter to leave your IRA beneficiaries, so they understand how to avoid the huge tax bill it can bring. read more »
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