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Back to Basics – Taking IRA Withdrawals

If you’ve reached or are nearing retirement, you probably want to start using the money you’ve saved in your IRA.  Withdrawing money from your IRA is the easy part, but telling the IRS what you did on...

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Taking Cash & Leaving Stock in an IRA

If you have an individual retirement account (IRA) at a brokerage that contains both cash and stocks, you have flexibility when it comes to withdrawals and transfers.  There are tax rules you need to...

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