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Nest Eggs: IRA, Roth, 401k written in gold on eggs

Elimination of Roth Conversion Recharacterization

For individuals saving for retirement, one of the things that makes a Roth IRA attractive is that the account is created and funded with post-tax dollars. This means the account owner need not pay income tax on funds when they are withdrawn in retire…
Categories: Retirement, Tax Law
Graph and Rows of Coins - Self-Directed IRA Concept

Should You Have a Self-Directed IRA?

Most people own a retirement plan of some type. It could be a traditional IRA, Roth IRA, Simple IRA, Traditional 401(k), Roth 401(k), SEP IRA, or 403(b). Very few people know that they can convert any of these retirement plans to a self-directed reti…
Categories: Retirement
Retiring in Another Country - Older Couple at Beach

What You Need to Know About Retiring to Another Country

For decades, your career stretched out before you, with retirement seeming like a faraway dream on the horizon that might never arrive. Suddenly, that moment you’ve been saving for is rapidly approaching, and you are faced with the decision of…
Categories: Retirement
Longevity Planning - Grandfather Blowing Out Birthday Candles

Planning for Longevity in Retirement

When you blow out the candles on your birthday cake, your friends and family wish you “many happy returns of the day!” It’s a goal for which all of us strive, and many more of us are achieving: according to the Social Security Admin…
Categories: Retirement

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If a business owner, professional or other financially successful individual has a desire to protect assets from unnecessary taxes, lawsuits, other unforeseen events and transfer those assets to the next generation most efficiently, Ted Gudorf has an… Read More
– Clay Callahan, CRPC

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