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June 24, 2022

What is the penalty for an early IRA withdrawal — and what are the 10 exceptions that let you take cash out early penalty-free?

All the free money from the government has been spent, and inflation is raging. Now you’re facing a vicious cash shortfall. What to do? One […]

Invest Money 0 1 min read
June 23, 2022

I need cash. How bad is it to take money out of my IRA?

All the free money from the government has been spent, and inflation is raging. Now you’re facing a vicious cash shortfall. What to do? One […]

Invest Money 0 1 min read
April 22, 2022

‘I’m already feeling guilty’: My uncle is leaving me a large inheritance, but excluding my siblings. Should I gift them money every year, or set up a trust?

Dear Quentin, I am soon to inherit a sizable sum of money from an uncle with whom no one in my family still speaks; I’m […]

Invest Money 0 1 min read
April 18, 2022

Why paying down debt is the best use of your tax refund

This article is reprinted by permission from NerdWallet.  So you’re expecting a tax refund this year. With inflation driving up the price of gas, food […]

Invest Money 0 1 min read

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