Retirement-plans
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Do You Know How Much You've Saved in Your 401(k)?
And are you sure you're enrolled in one? A surprising number of workers don't know where they stand with their company's retirement plan. Time to find out.
By Cynthia Pruemm, Investment Adviser Representative Published
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Need to Save More for Retirement? You're Not Alone, Says Study
A new Bankrate survey shows that 57% of Americans feel behind on their retirement savings. Here's what you can do.
By Kathryn Pomroy Published
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Gen X: We Need to Talk About Your Retirement
Juggling kids, aging parents and work? No wonder you don't want to talk about your own retirement. But there are four key areas you should be discussing now.
By Nico Pesci Published
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Last updated
retirement -
How Retirement Plans Are Divided in Divorce
Here's what you need to know about QDROs (qualified domestic relations orders), which determine how assets in a soon-to-be ex-spouse's retirement plans or pension will be distributed.
By Andrew Hatherley, CDFA®, CRPC® Published
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The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
By Adam Shell Published
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Five Tax Strategies to Preserve Your Retirement Savings
From Roths to HSAs to creative Social Security timing, retirees have many options to minimize their taxes. You might be surprised what a difference it can make.
By Steve Reder Published
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Rattled by RMDs? Look No Further
The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.
By Pam Krueger Published
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How to Open a Roth IRA in 5 Simple Steps
retirement Here's what you need to know in order to open a Roth IRA.
By Erin Bendig Last updated
retirement