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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
By Laura Schultz, J.D., IAR Published
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Will You Outlive Your Money?
Outliving your money is something current and future retirees worry about. A new study shows the majority of people underestimate how long they may live in retirement.
By Seychelle Thomas Published
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Four 401(k) Mistakes to Avoid While Saving for Retirement
Now’s a good time to reflect on how to optimize your 401(k) savings and ensure you’re not making any of these common mistakes.
By Sean Murray, CFA Published
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How to Overcome Your Fear and Enjoy Retirement
Even if you have a well-funded nest egg, giving up a paycheck is hard. Here's how to start the journey.
By Sandra Block Published
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New Roth 401(k) Contributions Rule Delayed by IRS: What To Know
Retirement Taxes The IRS is offering relief on new 401(k) catch-up contribution rules for certain high earners. Here’s what it means for you.
By Kelley R. Taylor Last updated
Retirement Taxes -
How to Jump-Start Your Kids’ Retirement Savings
Helping your kids fund a Roth IRA can both get them started early on saving for retirement and show them the importance of saving early and often.
By David McClellan Published
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Finding Purpose in Retirement: How a Second Act Can Redefine What It means to Retire
Learn about finding purpose in a second act and what to consider when choosing what to do in retirement.
By Jacob Wolinsky Published
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Benefits of Doing Roth IRA Conversions Early in Retirement
Retirees could cut their lifetime tax burden as well as minimize taxes’ impact on the long-term wealth of their heirs.
By Mel Casey, CFA®, CAIA Published
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More Americans Borrowing from 401(k)s to Get By Financially
401(k) data from Bank of America shows savers increasingly dipping into their retirement funds to make ends meet.
By Ben Demers Published