Advice on Social Security Benefits

Gather your information together and know a few things about your Social Security benefits before you ask for advice. The post Advice on Social Security Benefits appeared first on Getting Your Financial Ducks In A Row. Related posts:When To Apply f...

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Sep 18, 2023
Required Minimum Distributions for IRAs and 401(k)s

There are differences in how Required Minimum Distributions are handled between an IRA and a 401(k). Here's your primer. The post Required Minimum Distributions for IRAs and 401(k)s appeared first on Getting Your Financial Ducks In A Row. Related p...

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Sep 05, 2023
NUA and the Roth Conversion

Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...

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Aug 28, 2023
NUA and the Roth Conversion

Can you use a Roth conversion for NUA-treated stock? Unfortunately no, and this article explains why it's not an option. The post NUA and the Roth Conversion appeared first on Getting Your Financial Ducks In A Row. Related posts:How QDRO Impacts NU...

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Aug 28, 2023
Timeless Thoughts on Investing

Excerpt from The Money Game which provides timeless thoughts on the concept of investing, items we should all review from time to time. The post Timeless Thoughts on Investing appeared first on Getting Your Financial Ducks In A Row. Related posts:P...

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Aug 14, 2023
Principles of Pollex: Investment Allocation

Looking at an age-old investment rule of thumb. What's good about it, what's not, and how you might use the structure for your own rule. The post Principles of Pollex: Investment Allocation appeared first on Getting Your Financial Ducks In A Row. R...

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Aug 09, 2023
Organization, Efficiency & Discipline

Using these three pillars can help to guide you along the way to financial success, no matter what your goal is. The post Organization, Efficiency & Discipline appeared first on Getting Your Financial Ducks In A Row. Related posts:Principles of...

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Jun 12, 2023
How to Apply for Social Security Benefits

Wondering how to apply for Social Security benefits? There are three ways. One is preferred; others may be necessary depending on your case. The post How to Apply for Social Security Benefits appeared first on Getting Your Financial Ducks In A Row....

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Jun 05, 2023