IRA and 401K…What Happens When Your Spouse Dies?

Thinking about retirement? Like most people, you’re probably most worried about having enough money to live comfortably. But what people often forget to plan for—quite understandably—is what happens after they die. For the sake of your spouse or other family members,...
Funding a Roth IRA and Contributing to a 401K

Funding a Roth IRA and Contributing to a 401K

You can contribute to both a Roth IRA and an employer-sponsored retirement plan, such as a 401(k), SEP, or SIMPLE IRA, subject to income limits. Each type of retirement account has annual contribution limits. For a Roth IRA or traditional IRA, the maximum annual...
How Are Dividends on IRAs Taxed?

How Are Dividends on IRAs Taxed?

Growing Funds Faster Dividend-earning stocks and mutual funds can help your retirement portfolio grow more quickly, as long as you reinvest the dividends. But they can be a tax trap when you want to take the money out, especially if you invested your money in a...
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