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What Does A Tax Strategy Look Like?
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
March 11, 2021
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
