Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...
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Ask an Advisor: I Have 2 Annuities and RMDs Looming. What Can I Do to Minimize Taxes and Possibly Reinvest the Money?
I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed ...
It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...
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Inherited non-qualified stretch annuities: Rules and taxes
An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment ...
Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...
Are you employed by an educational institution, church, or nonprofit? If so, there’s a retirement savings program authorized by section 403(b) of the Internal Revenue Code that allows eligible ...
Vanguard has announced a new 401(k) fund that allows older employees to buy annuities. But are these complex financial products right for all retirees?
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