There are specific rules addressing distributions and rollovers of a Roth 401(k), which combines features of Roth IRAs and a traditional 401(k). We offer an overview of the key considerations. The Roth 401(k) has become an attractive...
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If you own an IRA, then you should be as familiar as possible with the rules that govern your account. Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact,...
Read MoreForward Thinking Five ways to keep moving forward in the age of social distancing Activities that people used to take for granted have changed in major ways — like a trip to the grocery store, attending a live concert or sporting...
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ALIGNING WITH SUSTAINABLE INVESTING On April 22, the world will mark the 51st Earth Day. This year’s theme will be Restore Our Earth. It represents a chance to learn about the environmental challenges we face today, ways to...
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For many people, the idea of budgeting can be challenging. Days are taken up with work, friends, family and the energy and activities required just to manage your life. There never seems to be enough time to focus on finances. However,...
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How to Manage Your 401(k) When You Switch Jobs. In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession...
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When you think about Social Security, what comes to mind? Do you worry if it will still be around for you when you retire? Do you wonder how much you can expect to receive each month? Are you aware of when you can start taking your...
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What can you do to pay down a high credit card balance? Follow these 5 steps to Consolidate Debt, Make a Budget and more! Read our guides today to take control of your finances.
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HANDLE WITH CARE - Planning for the Cost of Long-Term Care Is an Important Part of Retirement Planning. Thinking about how you’ll pay for long-term care should be a part of everyone’s retirement planning process. A recent study...
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Life Insurance Plays a Key Role in the Financial Planning Process Today, life insurance is a key part of a solid financial plan. This Guide explains the difference between: Temporary (term) insurance Permanent insurance If you have any...
Read MoreLife changes quickly; that’s why it’s important to periodically evaluate your financial and life insurance needs. Is it time for an insurance review? Read our guide with a list of things to look for.
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📑 To ease some of the burdens of the upcoming tax season, we’ve created this helpful guide, which will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise. 📅 Of course,...
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For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle...
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On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
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This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...
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2021 Market Outlook As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover,...
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The greatest gift of long-term care insurance is that it allows loved ones to supervise your care and not have to provide your care. While older people generally require the most long-term care services, a young or middle-aged person...
Read MoreTip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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