About Retirement Planning: What else could you have done with that income tax refund?

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From Michael Rubin, your Guide to Retirement Planning
Have you received your income tax refund yet? Many people claiming refunds have already seen the direct deposit hit their accounts. What are you doing with your newfound money? Saving it? Spending it? Read below for a new idea - one that may just eliminate this question next year.

What else could you have done with that income tax refund?
If you're like most people (but not me), you received a substantial income tax refund during the last month or two. Before you congratulate yourself, remember that you just got... Read more

Roth conversions are way up Â- should you be part of the trend?
A recent Fidelity study highlighted how Roth IRA conversions at the firm were up fourfold year over year. While clearly the elimination of the $100,000 maximum income limitation has... Read more

Why to avoid 401(k) loans
Too many people view their 401(k) plans as this incredibly tempting pile of money available to them when the moment strikes. Sometimes a moment is for the silliest of short-term... Read more

Self-Employed Retirement Plans
Running your own business is full of twists and turns. Now, add retirement planning to the mix. Like the rest of your business, retirement planning opportunities are abound, and making the right decision is critical. Learn about SEP-IRAs, solo 401(k)s, Keogh plans, and SIMPLE IRAs.

 


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This newsletter is written by:
Michael Rubin
Retirement Planning Guide
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