Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest ...
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The asset management giant announced Wednesday that it has launched a new retirement income solution, LifePath Paycheck, now accessible within defined contribution plans. This innovative approach, which combines a ...
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This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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Some retirement savers can still snag an extra tax incentive for 2023. However, most eligible filers don’t claim it, according to the IRS. The retirement savings contribution credit, or “saver’s ...
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Comments Off on YOUR MONEY Some retirement savers can still get a ‘special tax credit,’ IRS says — but most don’t claim it
The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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Most respondents to a new study by the American College of Financial Services had a poor understanding of how to plan for the finances they will need in retirement. Results ...
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It looks like we had better ramp up our 401(k) and IRA contributions to the absolute max while we still can, folks. That means a full $30,000 this ...
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Comments Off on To save Social Security, they may come for your 401(k)
Asmall group of lawmakers wants to eliminate taxes on Social Security benefits as part of a proposal they claim could help fund the flagging program. Rep. Angie Craig, ...
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Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk. Just like other types of annuities, you purchase an FIA ...
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For many Americans, planning for retirement may feel like a daunting financial goal. Now, there’s another risk on the horizon that may stoke their worries — the 2024 elections. Almost ...
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Comments Off on Nearly half of investors believe 2024 elections will have bigger impact on their portfolios than market performance, survey finds