Archives for January 2021

Monthly Archives: January 2021

Featured Social Security Taxes

The Social Security tax cap kicks in at this salary figure in 2021

Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary ...
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Money Retirement

Should You Ditch Your Workplace Retirement Plan?

It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some ...
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Money Retirement Taxes

When Roth Conversions Are the Right Move – and When They Aren’t

Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be ...
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Income Retirement

A New Approach to Retirement Income Planning for Women

Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To ...
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