Retirement-plans
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Pension vs 401(k) Plans: Which is Better?
Choosing a pension vs 401(k) plan can be tricky. Make sure you ask the right questions.
By Adam Shell Published
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updated
Making Your Money Last -
Gen X Parents: Saving for Retirement and College at the Same Time?
Saving for retirement and college at the same time is tough. As you prepare to send your kids to college, don’t neglect your nest egg.
By Ella Vincent Published
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2023 401(k) Contribution Deadline
401(k) Contributions Year-end is the deadline for making max 401(k) contributions that can increase your savings for retirement and help lower your tax bill.
By Kelley R. Taylor Last updated
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What to Do if Your Employer Stops Its 401(k) Match
If other companies follow in IBM’s footsteps, employees will need to make some adjustments in their retirement savings.
By Mike Palmer, CFP Published
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Seven Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don’t let these seven fall through the cracks. You’ll thank yourself in 2024.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Cash Balance Plans: Big Deductions and Big Retirement Savings
With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans?
By Thomas Ruggie, ChFC®, CFP® Published
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Why You Need a Power of Attorney
Having a power of attorney is critical should the time come when you can’t make health and financial decisions on your own.
By Ella Vincent Published
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Don’t Let the 'Widow's Penalty' Blindside You: How to Prepare
If one spouse passes away, the surviving spouse could pay nearly double the amount of income taxes. Are you planning for this?
By Joe F. Schmitz Jr., CFP®, ChFC® Published