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In recent years, changes in IRA inheritance rules have created a shorter timeline for beneficiaries to withdraw funds from inherited accounts, potentially leading to significant tax consequences. Under the Secure Act of 2019, non-eligible designated beneficiaries must deplete an inherited IRA within a 10-year window. This category includes heirs who are not a spouse, minor
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Financial literacy among teenagers is a topic that is gaining more attention in recent years. While many teens are beginning to think about their long-term financial health, there is still a lack of understanding when it comes to basic retirement planning. A survey of 13- to 18-year-olds revealed that 83% of teens have already considered
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As the population of centenarians in the U.S. is predicted to increase significantly in the coming years, it poses a significant financial challenge for households. By 2054, it is estimated that there will be 422,000 Americans aged 100 and older, which is more than four times the number in 2024. This demographic shift is expected
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Reaching a 2% inflation target has proven to be a challenging task, as highlighted by Federal Reserve Bank of Chicago President Austan Goolsbee. Despite the Fed’s stated goal, inflation rates have remained stubbornly above the target level. While there has been a significant decrease from the peak of 9.1% during the pandemic, the consumer price
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Financial experts are predicting that the annual rate for Series I bonds could drop below 5% in the upcoming month of May. This anticipated decline would be a decrease from the current 5.27% interest rate on existing I bond purchases made prior to May 1. However, it would still be higher than the 4.3% interest