“Best Places to Retire in New Mexico”

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1388 Search Results

Guide to Rolling Over a Pension Into an IRA

Guide to Rolling Over a Pension Into an IRA

https://www.sofi.com/learn/content/rolling-over-pension-into-ira/

If you have a defined-benefit pension plan, you could opt for a lump-sum distribution when you retire or roll the money over to an individual retirement account (IRA). Rolling pension…


What to Do About Excess Contributions to a Roth IRA

What to Do About Excess Contributions to a Roth IRA

https://www.sofi.com/learn/content/excess-roth-ira-contribution/

…6% penalty. The good news is that it’s possible to withdraw or transfer excess IRA contributions. Knowing how to fix this mistake — and how to best plan yearly contributions…


Living in Retirement

https://www.sofi.com/learn/content/living-in-retirement/

…Tips for Retirees Rules & Regulations Market News & Insights Where to Retire Are you prepared for retirement? Take the quiz Browse more financial topics Student Loans Home Ownership Investing…


Guide to Spousal IRAs

Guide to Spousal IRAs

https://www.sofi.com/learn/content/spousal-ira/

retirement account, contributions to a traditional spousal IRA would be deductible. If one spouse is covered by a workplace retirement account, please go to IRS.gov for details on how to…


Can a Roth IRA Be Used for College Expenses?

Can a Roth IRA Be Used for College Expenses?

https://www.sofi.com/learn/content/can-a-roth-ira-be-used-for-college/

…means you won’t have that money available for retirement. You’ll also lose out on any gains that may have compounded throughout the years. That could impact your retirement savings or…


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