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Retirement Planning Articles

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Roll Over Beethoven, But Not Too Many IRAs

A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  

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Does Your Will Name an Alternate Beneficiary?

What will happen to your estate if your primary beneficiary does not survive you?

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Death for Beginners: Your No-Nonsense, Money-Saving Guide to Planning for the Inevitable

In guiding readers through the myriad choices involved upon exiting this mortal coil, author Karen Jones has managed to write a book about death that's a delight to read.

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Download Free Chapter of New Post-Crash Retirement Security Guide

A new book gives Baby Boomers the first examination of retirement issues in the new post-crash economy ...

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ElderLaw 101

Your Will

Your will is a legally-binding statement directing who will receive your property at your death. Why should you have a will?Here are some reasons.

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Getting Medicare While Traveling or Living Overseas

Many retirees look forward to traveling in their retirement, and more and more are actually retiring overseas ...

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When Getting Financial Advice, Don't Be Fooled by Impressive-Sounding Credentials

A "certified senior advisor" may sound like a trustworthy person to provide investment advice to the elderly, but beware.

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ElderLaw 101

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). 

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