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  2. What retirees can do right now to reduce next year's taxes - AOL

    www.aol.com/finance/retirees-heres-now-reduce...

    The marginal tax rate in 2024, for example, is 24% for incomes over $100,525 ($201,050 for married couples filing jointly). A decade ago, it was around 28%. “People who don’t really need the ...

  3. Roth IRA conversion: Here’s everything you need to know ...

    www.aol.com/finance/roth-ira-conversion...

    A Roth IRA is a tax-advantaged retirement account. With a Roth IRA, you deposit after-tax money, can invest in a range of assets and withdraw the money tax-free after age 59 1/2.

  4. Can Retirement Account Withdrawals Affect My Tax Bracket? - AOL

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    Withdrawals from pre-tax retirement plans, such as 401(k) and IRA accounts, are taxed as ordinary income. This rule applies even if you take withdrawals based on the sale of stocks or other assets ...

  5. How to withdraw retirement funds: Learn 9 smart ways - AOL

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    Here are nine smart withdrawal strategies that will help you avoid costly tax traps and keep more of your retirement funds. 1. Follow the rules for RMDs. RMD stands for required minimum ...

  6. Trinity study - Wikipedia

    en.wikipedia.org/wiki/Trinity_study

    Trinity study. In finance, investment advising, and retirement planning, the Trinity study is an informal name used to refer to an influential 1998 paper by three professors of finance at Trinity University. [1] It is one of a category of studies that attempt to determine "safe withdrawal rates " from retirement portfolios that contain stocks ...

  7. Here are the biggest retirement changes coming in 2023 - AOL

    www.aol.com/finance/biggest-retirement-changes...

    The Internal Revenue Service announced record-high maximum annual contributions to 401 (k) and similar retirement accounts for 2023. Workers who have a 401 (k), 403 (b), most 457 plans, and the ...

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