Topics: Retirement Planning
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401(k) Contribution Limits for 2018: Full Breakdown
The 401(k) contribution limit for 2018 rose to $18,500. See all retirement plan limits, catch-up contributions, and IRA limits.
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Retirement Plans for Self-Employed: Top Options to Save More
Self-employed? Learn how SEP IRAs, solo 401(k)s, and defined benefit plans let you save far more for retirement than a standard IRA.
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Wash Sale Rule: What It Is and How to Avoid It
The wash sale rule disallows a tax loss if you rebuy a substantially identical security within 30 days. Learn how to avoid it.
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401(k) Contribution Limits
Learn the 401(k) contribution limits, tax benefits of traditional and Roth 401(k) plans, and why increasing your contributions now builds a bigger retirement nest…
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Roth IRA Recharacterization
Roth IRA recharacterization once let you undo a conversion and reclaim taxes paid. Learn what changed under the TCJA and what options remain today.
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Small Business Retirement Plan
A small business retirement plan like a SEP IRA, SIMPLE IRA, or Safe Harbor 401(k) can cut your tax bill and help you and…
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Asset Protection Strategies
Learn proven asset protection strategies including trusts, umbrella insurance, and ownership structuring to safeguard your wealth from creditors and lawsuits.
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Tax Filing Deadlines: Key Due Dates You Need to Know
Tax filing deadlines include April 15 for individual returns, quarterly estimated payments, and October extension due dates. See the full schedule here.
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Can You Claim an Elderly Parent as a Dependent
Learn if you can claim an elderly parent as a dependent on your taxes, including income limits, the 50% support test, and deductions.
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Retirement Plan Fiduciaries: Who They Are and Why It Matters
Retirement plan fiduciaries hold legal liability under ERISA. Learn who qualifies, their responsibilities, and how to manage fiduciary risk.