Category Archives: Retirement

A difficult economy, market volatility, and less access to traditional pensions have heightened awareness of the need for retirement planning.

Retirement Savings: Leave, Take, or Roll

Retirement Savings: ┬áLeave, Take, or Roll If you're about to switch employers or retire, you may wonder what to do with the money you have in your employer's retirement plan. Generally, you have four choices, each with very different consequences. Leave You may leave the money where it is, provided your former employer's plan permits…
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Income Strategies in Retirement

Income Strategies in Retirement, When you retire, you will probably have several sources of income. These may include traditional individual retirement accounts (IRAs) , Roth lRAs, pensions, 401(k) or 403(b) accounts, mutual fund and brokerage accounts, and Social Security. You'll want to have a strategy for managing your income and withdrawing from your accounts that…
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Saving For Retirement When You’re Self-Employed

Saving For Retirement When You're Self-Employed, you're in good company if retirement security is one of your main financial concerns. A difficult economy, market volatility, and less access to traditional pensions have heightened awareness of the need for retirement planning. As a self-employed individual, you really have to think carefully about your future, since you…
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Your Company’s Retirement Plan – Time for a Check-up?

Your Company's Retirement Plan - Time for a Check-up?, no question, keeping a retirement plan in compliance with tax and pension law requirements can be challenging for employers. Since mistakes in plan administration are not unusual and can be costly if uncovered in a government audit it's smart for employers to review their plan's operations…
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