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Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...
Whether to pay off debt or save for retirement is a tough decision. Learn how interest rates, emotions, and your financial ...
For Paul Alto, a lifelong Cleveland, Ohioan, the plan was always to retire at 65. But after having surgery to treat two ...
When he becomes a GS-13 I can contribute less to his expenses. This allows him to contribute fully to his Thrift Savings Plan with Roth contributions. We have saved $6.5 million in 401 (k), IRAs and ...
Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.
Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...
There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...
Is a 401(k) or IRA more beneficial? 56% of Americans don't know. See if you can correctly answer this retirement fund quiz.
A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...
However, we need to keep in mind that longevity will also be filled with unexpected twists and turns. We will be forced to ...
Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...
A certified financial planner breaks down barriers employees face in accessing retirement plans and saving enough.