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Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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Six Common Retirement Planning Mistakes
Having a fun, relaxing, and comfortable standard of living in retirement is one of the...
Retirement: Focus on Social Security
One big question about Social Security is “When should you start taking Social Security...
Thrift Savings Plan Options When Leaving the Military
Leaving the military brings up many questions, including what to do with your Thrift...
Retirement Made Easy: Risk Management Strategies
When it comes to saving for retirement, experts recommend saving between 70 and 85% of...
Retirement Basics
Experts suggest that every person needs between 70% and 85% of their pre-retirement...
Advantages to Long-Term Care Planning
Situations requiring long-term care will most likely affect many of us in our lifetimes....