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Retirement
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate…
I’m 50 With $650k in My 401(k). Should I Pivot to Roth Contributions?
At age 50, Roth contributions might be valuable, for the right household. With a Roth portfolio,…
I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?
Do you have a backup plan?This is one of the key questions when it comes…
What Tax Bracket Does It Make Sense to Start Converting Traditional IRA to a Roth?
Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred…
6 Reinvestment Options for Retirement Income
Many retirees receive distributions from retirement accounts, pensions, dividends or even part-time work. Should this…
Annuities vs. Dividend Stocks: Taxes, Pros and Cons, Examples
Annuities and dividend-paying stocks work differently when it comes to income, taxes and risk. Annuities…
What Percentage of a Retirement Portfolio Should Be in Cash?
Planning for retirement involves making a lot of decisions, including how to allocate your portfolio.…
What Happens to Your SSDI When Your Child Turns 18?
If you’re receiving Social Security Disability Insurance (SSDI), you may also receive additional benefits for…
How Much Should You Put in Your 403(b) Per Paycheck?
If you work in the education, healthcare or nonprofit sector, you’ve likely asked an important…
Stock Market vs. Bond Market: Which One Is Larger?
Stocks tend to dominate financial headlines due to their volatility and potential for rapid gains…
Bonds vs. Stocks in a 401(k): Which Should You Invest In?
Bonds and stocks each offer benefits, but they come with different levels of risk and…
What Happens to Money in a 401(k) That Isn’t Vested?
When you participate in a 401(k) plan, both your contributions and your employer’s contributions can…
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