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Retirement Planning

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 owner actually receiving the funds. You may hear this referred to as a Trustee to Trustee transfer. This type of transaction allows for a smooth and efficient transfer of funds, without any tax consequences for the IRA owner. Now, let's delve deeper into the details of this important aspect of IRA management.

Roth IRA Conversion

When considering the distribution of assets from a Traditional IRA into a Roth IRA, it is important to understand the potential tax implications. A Traditional IRA allows fo...

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Rollover

Rollovers, a tax-free transfer of funds from one tax-qualified plan to another or to an IRA, are subject to certain requirements based on the source and recipient of the dis...

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Earned Income Rule

An important factor to consider when contributing to an IRA is eligibility. Both Traditional and Roth IRAs require an individual to have earned income in order to contribute...

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Primary Beneficiary Definition

A person or entity, known as a primary beneficiary, holds the first right to inherit an asset. Retirement plans, annuities, and life insurance policies typically allow the a...

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