E.g., 09/18/2020
E.g., 09/18/2020
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  | Retirement

The SECURE Act Key Changes and FAQs

These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation from the IRS and other agencies. As with all financial matters, you should contact tax and financial professionals as it relates to your own personal circumstances.
  | Investing

4 ways to cut your 2017 taxes

Tax reform may be looming on the horizon, but it's not likely to take effect until the 2018 tax year at the soonest.
  | Retirement

Traditional IRA vs. Roth IRA vs. 401k

A key component in this plan is having the money to live an enjoyable life. But picking the right retirement plan can be confusing. In this post, we aim to simplify things and help you make a more informed choice.
  | Financial Wellness

Guide to 401(k) and IRA Rollovers

When you switch jobs, one key task is transferring your regular 401(k), Roth 401(k) or another tax-advantaged retirement plan. Here's what to consider.
  | Financial Decisions

2020 IRS limits for traditional and Roth IRA's

It’s a new year with transformations to both Traditional IRAs and Roth IRA contribution, income and deductible limits, tax treatments and rules. Now is a good time to familiarize yourself with these reforms and evaluate your retirement savings and tax strategies. This list is not exhaustive and the complexity for each is too much to cover here. It is for this reason, Voya recommends you consult a tax professional to discuss these changes to IRAs and its impact to your specific situation.
  | Protection

Your IRA can help fund your HSA

Health savings accounts (HSAs) are perhaps the best retirement planning tool available. Most people aren’t aware that if you’re looking for cash to fully fund the year’s HSA contribution, a transfer from an IRA might do the job.

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