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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Contributing to an IRA?

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Determine if you are eligible to contribute to a traditional or Roth IRA.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.