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 …
Posts in category Budgeting and Financial Planning
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October 20, 2020 Three Ways to Make Ends Meet if You’re Unemployed Amid COVID-19
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September 28, 2020 How to Find Hidden Retirement Money
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September 18, 2020 Where’s Your Retirement Emergency Fund?
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September 9, 2020 Checklist for Handling the Death of a Spouse
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August 25, 2020 6 Signs It’s Time to Retire
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Now Is the Time to Convert Your Traditional IRA to a Roth
Salary cuts, stock market declines and low tax rates provide strong incentives for Roth IRA conversions. HISTORICALLY LOW TAX rates make 2020 an ideal time …
Should You Pay Off Your Mortgage Before You Retire?
PAYING OFF YOUR HOME mortgage before you retire is a major financial achievement, but you don’t necessarily have to eliminate all housing debt in order to retire well. …
5 Ways to Improve Your Retirement Finances in 2020
THE NEW YEAR IS THE perfect time to start getting your finances on track, and that doesn’t necessarily mean cutting back on the things you enjoy. …
Tips to Cut Costs in Retirement
You don’t have to give up the things you love to save money. Reduce the cost of retirement. Retirees with a low cost of living …
Tax Tips for Retirees
RETIREES WHO PLAN carefully can often pay a lower tax bill in retirement. However, tax mistakes can have a dramatic effect on your finances when you’re …
