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Retirement Planning

Coverdell Education Savings Account

A tax-advantaged savings account, formerly known as the Education IRA, that was introduced through the Taxpayer Relief Act of 1997 for the sole purpose of covering qualified educational expenses for the designated beneficiary. This account allows for non-deductible contributions and offers tax-free earnings for eligible withdrawals.

Self-directed IRA

An Individual Retirement Account (IRA) is a powerful tool for saving for retirement. It allows individuals to choose their own investment options, tailored to meet their spe...

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Early (premature) Withdrawal

Retirement planning involves considering various factors, one of which is the possibility of withdrawing funds from an IRA or 401(k) plan before the age of 59½. Such early w...

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Roth IRA

The Roth IRA, a popular type of individual retirement account, was created through the Taxpayer Relief Act of 1997. Unlike traditional IRAs, contributions to a Roth IRA are ...

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IRA Rollover

When discussing financial planning, one important term to understand is "rollover." This refers to the transfer of funds from one qualified retirement plan, such as a 401(k)...

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