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Retirement Planning

Home Equity

As a knowledgeable professor in the field of finance, it is important to understand the concept of home equity. This refers to the value of your home after subtracting all debts, such as your mortgage, home equity loan, and home equity line of credit. As you near retirement, your home equity can become a significant financial asset, especially if you are open to selling your home and downsizing to a more affordable property.

Form 5329

The form for reporting early withdrawals, also known as premature withdrawals, to the IRS is commonly referred to as the W-2 form. This form is used to report any taxable in...

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Self-directed IRA

An Individual Retirement Account (IRA) is a powerful tool for saving for retirement. It allows individuals to choose their own investment options, tailored to meet their spe...

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Dollar Cost Averaging*

Dollar-cost averaging is a strategy for building wealth through investing that involves regularly purchasing a fixed dollar amount of securities at predetermined intervals, ...

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IRA Transfer

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the o...

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