Retirement

Retirement

Featured Income Money Retirement

How to choose between a traditional 401(k) and a Roth 401(k)

If you have the option to invest in both a traditional 401(k) and Roth 401(k) at work, here’s how to decide which account is better for you. Most ...
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Featured Retirement

Opinion: Numbers that older workers and retirees need to know in 2020

A new year and a new decade begin next week. Whether you’re retired or still working, many changes are coming that could affect you—for better and/or worse. Here’s ...
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Featured Retirement

Managing Inflation Risk in Retirement

Longer retirements mean inflation can put a serious dent in even the best-laid plans. You need an income strategy to help keep up with rising prices. While there ...
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Featured Money Retirement

If you’re worried about a recession, now is probably a good time to consider hiring a financial adviser

There’s a lot of upside to working with a financial adviser, especially if you’re worried about what the future holds. In partnership with Morning Consult, the Certified Financial Planner ...
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Featured Retirement Taxes

IRS Increases 401(k) Contribution Limits for 2020

The annual tax-deferred amounts workers can set aside for their retirement will increase for 2020, the Internal Revenue Service (IRS) has announced. Next year, the contribution limit for ...
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Income Retirement

How to choose between a traditional 401(k) and a Roth 401(k)

If you have the option to invest in both a traditional 401(k) and Roth 401(k) at work, here’s how to decide which account is better for you. Most ...
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Featured Lifestyle Retirement

Retirement plan: the 4 factors to focus on beyond your finances

When it comes to retirement planning, our thoughts usually jump straight to finances. Do I have enough saved in my 401k? How will I manage healthcare costs? When should I ...
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Featured Retirement

Scams heat up during Medicare open enrollment

Medicare open enrollment is ongoing and ends Dec. 7. And you better believe the scammers know it. Maybe it’s someone making a call, claiming to be from your ...
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Featured Retirement

Don’t Believe These Retirement Myths

Preparing for retirement at any age is not only challenging, it’s downright scary especially in an unpredictable economy, with near-historically low interest rates and looming recession. When preparing ...
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Annuities Featured Income Retirement

3 advantages of using fixed indexed annuities in retirement

Fixed indexed annuities are often pegged as a safer way to invest in the market. As such, many financial advisers spurn the product due to its perceived inefficiencies ...
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