Contribution Limits for 2024
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One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
Extended Care: No Decision Is a Decision
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There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
Can an HSA Account Play a Role in Retirement?
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The secret is out on health savings accounts (HSA), and people of all ages are starting to embrace them as a way to pay for healthcare expenses.
What to Consider When Taking Retirement Distributions
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When it comes to taking distributions from retirement accounts, the most important concept to understand is that there’s no “one-size-fits-all” approach.
Rules of a Rollover
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Whether you are starting a new job or getting ready to retire, you’ll have to make a decision about what to do with your retirement plan.
LAWMAKERS EMBRACE THE ROTH IRA
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When our nation’s lawmakers updated the retirement rules in late 2022, they “tilted the table” a bit toward Roth Individual Retirement Accounts (IRA), providing several updates that make them more accessible to individual investors.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
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When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
Retirement Rules Approved By Lawmakers
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In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.
Contribution Limits For 2023
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Not much good can come from a period of high inflation.
However, if you had to search for a silver lining, it is that the Internal Revenue Service in late 2022 announced historic increases in the contribution limits for retirement plans.1
Myths And Facts About Social Security
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Social Security is an important source of retirement income for most Americans. Here are the biggest myths and facts about Social Security, retirement savings, and pension.