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• Source limited to: CNBC
| 2020-02-13 11:00 |
There is now a record number of 401(k) and IRA millionaires in the US, according to Fidelity... The study found 441,000 IRA or 401(k) accounts they manage had balances of $1 million or more, a new record.... |
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| 2020-02-12 12:31 |
Here's a way to beat the tax burden for IRA heirs... The Secure Act of 2019 eliminated many of the advantages the so-called stretch IRA offered heirs inheriting an individual retirement account, but a Roth IRA conversion can ease some of the pain.... |
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| 2020-02-03 12:53 |
Lawmakers killed this tax strategy for the wealthy. Here's a workaround... New stretch IRA rules diluted a popular tax break for the wealthy, but retirement savers could use a particular type of trust as a workaround.... |