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Retirement
What Happens If You Don’t Take Your RMD by April 15?
While there are reporting requirements on your tax return due April 15 regarding your RMDs,…
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…
What Is a Group Annuity? Common Uses, Pros and Cons
A group annuity is a retirement savings contract typically offered through an employer that pools…
Early Withdrawal Penalties for Annuities and Exceptions
Because annuities are designed to provide long-term income, accessing funds too early can trigger an…
Pension vs. 403(b): Pros and Cons for Each
Pensions and 403(b) plans represent two distinct ways to save for retirement, each with its…
I’m 63 With $1.35 Million in My IRA and a $2,200 Social Security Check. What’s My Retirement Budget?
By your 60s, most of your retirement foundation is already in place. While you may…
403(b) vs. Pension: Retirement Plan Comparison
A 403(b) plan is common in public schools, nonprofits and religious groups. It is a…
Can I Withdraw From My 457 While Still Employed?
Planning for retirement often comes with questions about when and how you can tap into…
How Long Does It Take to Get a 401(k) Loan?
How long it takes to get a 401(k) loan can vary depending on your employer,…
Can You Convert an Inherited IRA to a Roth? Rules and Taxes
Roth IRAs are known for tax-free growth and distributions in retirement. However, inherited IRAs come…
I’m 78 With $735k in my 401(k). How Should I Handle My RMDs?
The IRS mandates withdrawals from pre-tax retirement accounts once you reach a certain age. These…
I’m 58 With $680k in My 401(k). Does It Make Sense to Pivot to Roth Contributions?
Roth IRAs can be appealing because they allow tax-free withdrawals and have no required minimum…
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