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5 Roth IRA Facts That May Surprise You

Monday, March 05, 2018
Do you think you understand all the rules that govern your Roth IRA? Not so fast! There are many misconceptions as to how these complicated accounts work. Here are 5 Roth IRA facts that might surprise you.
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The 10% Penalty Exception Quiz

Monday, July 31, 2017
Retirement plans are intended to be used for retirement. However, sometimes life gets in the way and you need to tap those funds early. Generally, when you take a distribution from your retirement plan prior to reaching age 59 1/2, you will be hit a with a 10% early distribution penalty. However, there are some exceptions to the penalty. Determining whether an exception applies can be tricky because some exceptions apply only to IRAs and some apply only to company plans. Other exceptions apply to both. Take our 10% early distribution quiz and see how well you know these complicated rules.
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Why Your Kids Don’t Want Your HSA

Monday, July 24, 2017
Do you have an HSA? Have you thought about what will happen to those funds after you are gone? You may be surprised. At your death, any funds remaining in your HSA are payable to the beneficiary you name on the account. If your spouse is your beneficiary the news is good. If your kids get your HSA, they may not fare so well.
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10 Things You Must Know about HSAs

Monday, July 10, 2017
As the summer heats up, healthcare remains a hot topic. Will the ACA survive? Will Congressional Republicans succeed in repealing and replacing it? As we reach July these questions remain unanswered. One thing that is clear, however, is that Health Savings Accounts (HSAs) are playing a significant role in the healthcare deliberations. Proponents advocate expanding these accounts as a way to save on health costs and get a tax break. Opponents argue that HSAs can’t help those who cannot afford to fund them.
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Tax-Free Roth IRA Conversions?

Tuesday, May 30, 2017
We received many questions this past tax season about Roth IRA conversions that were supposed to be tax-free, but were not.
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What You Should Know Before You Name an HSA Beneficiary

Monday, March 27, 2017
If you have an HSA, you will want to give some thought to what will happen to this account after your death. The rules are a little tricky and careful planning is important to minimize the tax bite.
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How to Avoid a Penalty on Your Excess IRA Contribution

Monday, February 20, 2017
Did you make your IRA contribution for 2016? If you did, you may want to take some time now during tax season to be sure your contribution is an allowable contribution and not an excess contribution.
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5 Things Every Roth IRA Owner Should Know Before Taking a Distribution

Monday, February 06, 2017
Are you one of the growing number of savers who has a Roth IRA? If so, there will come a time when you will want to take funds from your account. Here are 5 things that every Roth IRA owner should know before taking a distribution.
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