Required Minimum Distribution Mistakes to Avoid
TRADITIONAL RETIREMENT accounts are tax-deferred, not tax-free. As baby boomers turn 70, they must soon begin mandated withdrawals and pay the taxes on the money they tucked into …
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June 29, 2018 What to Do With Your 401(k) Money When You Retire
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June 29, 2018 When You Decide Your Retirement Is a Mistake
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June 29, 2018 The Talk to Have With Your Kids Before You Retire
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May 23, 2018 How to Turn Your 401(k) or IRA Into Retirement Income
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November 30, 2017 How Tax Reform Will Actually Help 401(k) Savers
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Signs You’re Ready to Retire
IT CAN BE DIFFICULT TO figure out when you are truly ready to retire. Some people aim for a certain retirement age, perhaps 62 or 65, while …
Alternatives to Long-Term Care Insurance
A LONG-TERM CARE insurance policy can help you financially prepare for a time when you might not be able to take care of your own basic …
The biggest money mistakes when you first retire
To make sure your money lasts, you need to watch out for these pitfalls Saving for retirement isn’t easy, but figuring out how to manage …
The 4 tax law changes that people over 50 must know about
You’ll win some, you’ll lose some, just don’t be surprised Thanks to 2017’s Tax Cuts and Jobs Act, tax season will look quite different this …
What Should You Do With Your Company Pension When You Retire?
It’s more complicated than deciding whether to roll over your 401(k) into an IRA. FIGURING OUT WHAT TO DO with your company pension when you retire can be …
What to Do With Your 401(k) When You Retire
There are few benefits to leaving your retirement savings with a company you no longer work for. NEW RETIREES NEED TO decide what to do with …
Don’t Forget to Do These 5 Things Before You Retire
Procrastinating on these tasks may cost you time, money and stress. AN ONGOING COMPLAINT from financial planners and accountants is that potential clients seek their services …
When $1 Million in a 401(k) Is Really $600,000
That $1 million in your 401(k) account looks mighty good. It’s more than you’ve ever had in your life, and that money will fund your retirement. But …
Why Some Retirees Go Back to School at 65
IN THE 10 YEARS THAT Jacob Cohen, 70, has been retired from teaching, he has taken more than 100 courses at the University of North Carolina—Asheville, …
