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Retirement
How to Repay a 401(k) Loan After Leaving a Job
Unlike traditional loans, a 401(k) loan is tied to your employer-sponsored retirement plan. That means…
Stock Market vs. Bond Market: Which One Is Larger?
Stocks tend to dominate financial headlines due to their volatility and potential for rapid gains…
Are Roth IRA Contributions Tax Deductible? Rules and Exceptions
With a Roth IRA, you contribute after-tax dollars, so there is no tax deduction when…
Should You Roll Over Your 401(k) to an IRA or a Roth?
When you leave a job or retire, you need to decide what to do with…
How Much Should I Have in My 401(k) at Age 55?
By age 55, you’re about a decade away from retirement. Many financial experts suggest having…
How Much Should I Have in My 401(k) at Age 45?
Financial planners often recommend aiming for roughly three times your annual salary in retirement savings…
I’m 67 With $870k in a 401(k), $120k in an IRA and a $2,200 Social Security Check. What’s My Retirement Budget?
Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying…
ESOP vs 401(k): Key Differences and How Each Plan Works
An Employee Stock Ownership Plan (ESOP) gives employees an ownership stake in the company. It…
I’m 63 With $1 Million in an IRA. Should I Convert $100,000 a Year to a Roth to Avoid RMDs?
If you’re 63 years old with $1 million in a traditional IRA, you may be…
Trump Wants 401(k)s to Offer Private Equity and Crypto: What It Means for You
President Donald Trump is paving the way for a significant shift in retirement investing by…
Can a Couple Retire With $1 Million?
Retiring with $1 million is a common goal for couples, but how long it lasts…
How to Collect a Pension From a Former Employer
Many people leave behind pension benefits when they change jobs, and claiming them later can…
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