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Someone Predicts a Market Drop of 20%! So What?
It depends on how much you have invested in the market. If you’re a conservative retiree, should you care?
January 5, 2024
Month: January 2024
It depends on how much you have invested in the market. If you’re a conservative retiree, should you care?
What most people don’t realize: There are some important details about how and when these delayed credits are actually added to your benefit.
Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.
