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What to Do With Your Former Employer’s 401(k)
Basics Leave it behind, move it to your new job’s plan, or roll it over to an IRA. Each of the options has pros and cons.
Basics -
Does an Annuity Belong in a 401(k)?
Making Your Money Last Unlike pensions, 401(k)s place the risk of outliving savings squarely on the retiree's shoulders. Find out what's right for you.
Making Your Money Last -
Got Company Stock in Your 401(k)? You Should Know about NUD.
401(k)s You may have heard about the tax strategy called Net Unrealized Appreciation, but there’s another lesser-known strategy that could be especially useful right now: Net Unrealized Depreciation.
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When It Comes to Your 401(k), Trust But Verify
401(k)s Few people review the accuracy of their 401(k) accounts. But mistakes do happen, so you should review your statements and paystubs just like you would your bank statements. Here’s what to watch out for.
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Now You Can Own Bitcoin in 401(k)s. Should You?
cryptocurrency Fidelity will begin allowing investors to put Bitcoin in their 401(k)s. But is this retirement vehicle the right place to hold crypto?
cryptocurrency -
The Price of Leaving 401(k) Money Behind
Making Your Money Last Many baby boomers have worked for at least six employers during their career. Leaving 401(k) funds dormant can be costly.
Making Your Money Last -
Nearing Retirement? Ditch ‘Hidden’ 401(k) Fees
401(k)s Your 401(k) may be costing you more than you realized. An in-service direct transfer to an IRA could be a game changer – if you qualify.
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Meet the Architect of the 401(k) Plan
Financial Planning Ted Benna tells Kiplinger how savers can make the most of their 401(k) plans - and how these plans could be better.
Financial Planning -
An RMD Deadline is Looming – And Missing It Could Cost You Big Bucks
required minimum distributions (RMDs) If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
required minimum distributions (RMDs)
