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Some inherited retirement accounts may have to be emptied in 5 years, not 10 years under SECURE Act

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

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How Much Cash Or Liquidity Do You Need?

Generally speaking, he believes investors should have at least six months’ worth of living expenses readily available as cash, or in a bank, savings or brokerage account that is immediately available.

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Here s What You Need to Know About Reverse Mortgages

With markets volatile and housing hot, reverse mortgages are attractive to retirees looking for cash while staying in their homes.

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Tax Loss Selling - ValueWalk

After years of few if any unrealized losses in their portfolios, investors may be interested in tax loss selling.

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Minimizing Taxes When You Inherit Money

Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.

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