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TOP ARTICLES
3 Powerful Types of Trusts that Can Work for You
Is a revocable trust, testamentary trust or irrevocable life insurance trust (ILIT) right for you?
Retirement Daily's Women, Divorce & Retirement Webinar
A broken divorce system puts women's retirement at risk. Learn the top issues and solutions, and what you can do in your own life. Plus, ask your own questions and hear the answers.
A Guide to Federal Student Loan Forgiveness
How does federal student loan forgiveness impact you, and what can you do to make the most of it?
Control Your Tax Refund Status
Tax refunds are not a savings account. Here's how to avoid overpaying (or underpaying) taxes during the year.
Ask the Hammer: Will a QCD in Excess of One's RMD Help Reduce Modified Adjusted Gross Income for IRMAA Purposes?
Jeffrey "The Buckinghammer" Levine answers a Retirement Daily reader's question about how QCDs can impact IRMAA.
Are You Prepared to Handle Your Parents’ Estate?
There's good news and bad news. Bad news: your parents may not have their estate in order, and you may not know where to start. Good news: there are solutions.
Ask Bob: How Should I Invest Proceeds from a Home Sale to Create Retirement Income?
Our experts answer a Retirement Daily reader's question about investing proceeds from a home sale.
Your Social Security Statement: Pros and Cons of the Latest Version
You'll have to dig for important information.
How to Spring Clean Your Finances
Your garage isn't the only thing that needs spring cleaning...
Weekly Roundup May 1 - 7
Planning for special needs, beneficiary strategies for married IRA owners, managing important documents, Roth IRA conversions and more, all in this week's Retirement Daily.
Ask the Hammer: Can I Use Money From an RMD to Contribute to a Retirement Account?
Jeffrey "The Buckinghammer" Levine of Buckingham Wealth Partners answers a Retirement Daily reader's question about using RMDs to contribute to IRAs.
Beneficiary Strategies & SECURE Act 2.0
Regulations of the SECURE Act 2.0 were approved on March 29, 2022. Do you need to try "disclaimer planning"?
Ask the Hammer: Can I Access My Retirement Funds Without Paying Income Tax?
Jeffrey "The Buckinghammer" Levine of Buckingham Wealth Partners answers a Retirement Daily reader's question about retirement funds and income tax.
5 Reasons to Consider Partial Roth Conversions
Thinking of converting your IRA to a Roth IRA? Well, it turns out that it actually isn't an "all or nothing" situation. Presenting: partial Roth conversions.
Ask Bob: How Do I Avoid Taxable Income with Charitable Contributions?
Our expert answers a Retirement Daily reader's question about qualified charitable distributions (QCDs).
Planning for Special Needs Family Members
How can you ensure that your loved ones have enough assets?
Best Cities & States for Downsizing
Looking to retire and downsize? These are the cities & states that offer the best saving potential
