Retirement-plans
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How to Roll Over a 401(k) Into an IRA
Planning to roll over a 401(k) into an IRA? There are tax and flexibility advantages. But tread carefully.
By Adam Shell Last updated
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Unpaid Caregivers Soon May Get Help to Save for Retirement
Two proposed bills aim to open new doors to caregivers for contributing to Roth IRAs and making catch-up retirement contributions.
By Dr. Lamell McMorris Published
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Time for Some Fall Financial Maintenance: Here's a Checklist
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.
By Adam Frank Published
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
By Adam Shell Last updated
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Roth 401(k) Contribution Limits for 2024
retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
By Jackie Stewart Last updated
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401(k) Plans: What You Know Now Could Save You Later
Are 401(k) plans really worth it? Here's how they work and the five advantages of owning a plan. Your older self will thank you for investing in one.
By Adam Shell Last updated
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Five Tax Strategies to Help Your Money Last in Retirement
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.
By Scott M. Dougan, RFC, Investment Adviser Published
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
By Tom Taulli Last updated
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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 Last updated
Roth IRA