retirement plans
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Workers Continue to Favor 401(k) Plans Amid Economic Worries
Inflation and market volatility are seen as obstacles to saving for a comfortable retirement, study shows.
By Kathryn Pomroy Published
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Can I Hire a Financial Adviser to Manage My 401(k)?
If your employer offers a self-directed brokerage account as an option, you can. But then the question becomes: Should you hire an adviser to oversee your 401(k)?
By Renée Pastor, AIF® Published
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Three Disruptive Forces Changing the Future of Retirement
Retirement will look different in the future, as we adapt to longer lifespans and changing needs. Here's how to prepare.
By Jacob Wolinsky Published
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Three Potentially Costly IRA Mistakes That Are Easy to Avoid
An IRA is a great savings tool, but it does come with some rules that can trip up a lot of people. Find out more here about beneficiaries, after-tax contributions and RMD tables.
By Michael Aloi, CFP® Last updated
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
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Penalties on Early IRA and 401(k) Payouts Kiplinger Tax Letter
Tax Letter Early withdrawal penalties of 10% typically apply to IRA and 401(k) distributions, but there are exceptions.
By Joy Taylor Published
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Roth IRAs: What They Are and How They Work
Roth IRA A Roth IRA is an individual retirement account that allows tax-free investment growth and distributions, as long as key rules are followed.
By Jacob Wolinsky Published
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Three Strategies to Organize Your Retirement Accounts
Streamlining your accounts and investments, which helps you to know where all your money is and gives you more control over it, is key to a sustainable retirement.
By Gracie Gann, IAR Published
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Should You Roll Over Your Retirement Plan When You Retire?
Here are some pros and cons of leaving your money in the company retirement plan when you retire vs. rolling it over to an IRA.
By Mike Piershale, ChFC Published