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Retirement Planning

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Which Retirement Plans Offer Tax Benefits? A Comprehensive Guide to Tax-Advantaged Accounts

The government wants you to save for retirement—so much so that they're willing to give up billions in tax revenue to encourage it. This rare show of generosity from the IRS creates a remarkable opportunity for the savvy investor. Each tax-advantaged retirement account represents a different deal the government is offering you: "Save here and we'll tax you less now" or "Invest here and we'll never tax those gains." Some...

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Tax Implications of Your Retirement Contributions

Whether you contribute to an employer-sponsored plan or an IRA, factor in these tax benefits and implications to optimize tax planning      It’s not always easy to understand how your retirement account contributions are impacting your taxes. Even though many retirement savings avenues provide tax advantages, there are still key considerations to factor into planning to maximize results and minimize your tax liability.  For instance, IRAs, 401(k)s, pensions, and Social Security benefits will...

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