Oliver Rossi If you inherited an IRA, think before you take that tax-favored $100,000 distribution.  That’s because the relief the CARES Act offers investors who have individual retirement accounts and 401(k) retirement plans isn’t as generous to those who inherit these accounts, according to the American Institute of CPAs. The CARES Act provides several options
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Take the time you need to learn about retirement income strategies. Getty How should you deploy your retirement savings to generate lifetime income? That’s one of several critical decisions pre-retirees face as they approach retirement.  To help you answer this question, let’s look at the “Retirement Income Scorecard” that I developed to estimate the amount
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The Slack Technologies application is displayed on an Apple iPhone in an arranged photograph taken in Arlington, Virginia, on Monday, April 29, 2019. Andrew Harrer | Bloomberg | Getty Images Check out the companies making headlines midday Friday: Slack — Shares of Slack Technologies dipped nearly 2% after Goldman Sachs downgraded the business messaging service to sell
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Dr. Jane Goodall speaks during the ‘Dr. Jane Goodall’s MasterClass’ New York screening in New York City. John Lamparski | Getty Images Entertainment | Getty Images World-renowned anthropologist Jane Goodall has said young people should be striving towards different standards of success, besides money and fame.  Speaking to CNBC from last week’s CogX conference, Goodall
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Robinhood is making it more difficult to get access to its options offering in the wake of a customer’s suicide last week.  In a blog post Friday, Robinhood’s co-CEOs outlined multiple changes to the free-trading app. Robinhood will increase eligibility requirements, and “consider additional criteria” for customers for level three options authorization “to help ensure
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More people will be eligible to take a $100,000 coronavirus-related distribution from their retirement account. The IRS released guidance on Friday which details new rules for individuals affected by Covid-19 to take a withdrawal from a 401(k) plan or an individual retirement account. The CARES Act allows savers to take coronavirus-related distributions – emergency withdrawals
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