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Simply click on the title of an article below to view its complete text:   Retirement Plan Checkup Your retirement plan savings (that is, qualified plans and IRAs) are important to your financial well-being for several reasons. Right now, they are one of the last places you can accumulate income without currently paying tax.   Retirement and Estate Planning Limitations Increase for 2006 New limitations are effective in 2006 for various types of retirement plans, gifts, and estate taxes.   Harvest Tax Losses Using Exchange-traded Funds Every once in a while, even the savviest investor will sell a stock and book a large loss only to see that same stock move up in price within a matter of days. In this scenario, if the investor repurchases the same company's stock within 30 days of the original sale, any loss incurred on the original sale must be deferred (not deducted) until the newly purchased stock is eventually sold.