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Updated on January 3, 2018
The benefits of contributing to a Roth IRA are significant, as it, along with Healthcare Savings Accounts, enable not just tax-deferred investment compounding, but tax-free investment withdrawals (if certain conditions are met, see below) without a required schedule. …
Tag: Roth IRA
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Posted on December 29, 2017
TAX CUTS AND JOBS ACT: Winners, Losers, and Investment Strategies
by pete.shannon@ebis.biz
The Tax Cuts and Jobs Act (TCJA) is a 500+ page piece of legislation passed by both houses of Congress and signed into law on Friday, December 22, 2017, with most of its provisions affecting taxes in 2018 …
Category: Market Commentary, Tax Planning Tags: Debt Refinancing, Domestic Equity, Duration, High-yield Debt, Home Prices, Inflation, REIT, Roth IRA, TCJA
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Updated on January 3, 2018
Roth IRAs: When Should You Take Distributions?
by pete.shannon@ebis.biz
The benefits of contributing to a Roth IRA are significant, as it, along with Healthcare Savings Accounts, enable not just tax-deferred investment compounding, but tax-free investment withdrawals (if certain conditions are met, see below) without a required schedule. …
Category: Estate Planning, Retirement Planning, Tax Planning Tags: 401(k), Roth IRA, Traditional IRA
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