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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

The Roth IRA, a popular type of individual retirement account, was created through the Taxpayer Relief Act of 1997. Unlike traditional IRAs, contributions to a Roth IRA are ...

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Life Cycle Fund

A life cycle fund, also known as a target date fund, is a type of mutual fund that adjusts its level of risk according to the age of its owner. As the investor approaches re...

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Individual Retirement Accounts (IRAs)

An important aspect of personal finance is understanding retirement planning. One such option is the Individual Retirement Account (IRA), which offers various benefits such ...

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Traditional IRA

Traditional Individual Retirement Accounts (IRAs) were created with the intention of incentivizing individuals to save for their golden years. This is achieved through three...

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