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  1. Checking Up on Your Portfolio? Let Our Pyramid Guide the Way

    Morningstar's Christine Benz offers tips for making sure you prioritize what's really important as you assess your portfolio.

  2. UPDATE: 10 steps to take if you hope to retire soon

    UPDATE: 10 steps to take if you hope to retire soon

  3. UPDATE: Stop making bad choices with your money

    UPDATE: Stop making bad choices with your money

  4. UPDATE: American teens don't want to work

    UPDATE: American teens don't want to work

  5. How To Reverse A Roth IRA Conversion

    Las Vegas Sands has exciting growth prospects, but the company still has risks.

  6. Basic Rules for Inheriting a Roth IRA

    A fully-qualified inherited Roth IRA is the holy grail of estate planning because Roth distributions on inherited Roth IRA ’s are completely income-tax free in accordance to regular Roth IRA rules , giving them a major advantage of an inherited Traditional IRA or 401k, and surviving spouses can elect to treat the inherited Roth IRA as their own, meaning no required minimum distributions (RMDs). However, inherited Roth’s do unfortunately count for estate tax purposes. In regard to paying income tax, there are two exceptions that can effect the tax-ability of the Roth IRA after the death of the account holder: As a rule, the 10% penalty for early distribution does not apply in this case, unless the spouse of the deceased opts to handle the Roth IRA as his or her account and then takes an early withdrawal

  7. The IRA Type That No One Really Needs

    For high-income investors, a backdoor Roth IRA or taxable account will trump investing in a Traditional IRA.

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