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  2. Lump sum payout vs. annuity from a pension: How to decide - AOL

    www.aol.com/finance/lump-sum-payout-vs-annuity...

    If you choose a lump sum, you’ll owe income tax on the entire amount unless you roll it over into an individual retirement account (IRA) or another qualified retirement plan. However, this isn ...

  3. Ask an Advisor: What Steps Should I Take With My Retirement ...

    www.aol.com/ask-advisor-retirement-accounts...

    When entering retirement, would it be best to transfer your pension fund and 401(k) from your employer account to your own personal individual retirement account (IRA), keeping them under one roof ...

  4. Worried about outliving your savings? 5 retirement withdrawal ...

    www.aol.com/finance/maximizing-returns-from...

    So, even if you don’t need the money, it’s smart to take out your RMDs to help your retirement savings last longer. Keep in mind that the SECURE 2.0 Act, passed in 2022, brought several ...

  5. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

    www.aol.com/finance/7-key-ira-withdrawal-dates...

    You can roll over a 401(k) employer-sponsored retirement plan to an IRA or otherwise transfer an IRA, and you typically have 60 days to get it from one account to another.

  6. Can I contribute to my IRA after retirement? - AOL

    www.aol.com/finance/contribute-ira-retirement...

    Post-retirement IRA contribution limits. IRA contribution limits are the same during retirement as they are the rest of your life. You can contribute up to 100 percent of your earned income or ...

  7. At any time, including when you retire, you can roll over your tax-advantaged retirement accounts from a pre-tax account (such as a 401(k) or IRA) into a post-tax Roth IRA. While there are tax ...

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