Planning

Inherited an IRA? Understand your distribution options

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.
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A retirement checklist: 8 steps to take now

The following steps can help you understand what you should consider as you plan for retirement.
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IRS Announces New Bigger Retirement Plan Contribution Limits For 2019

Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to individual retirement accounts like 401(k) plans, Traditional IRAs and even Roth IRA are part of the annual inflation adjustments made by the IRS. Larger retirement contribution can mean lower tax bill. Not to mention more income in retirement.
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Explore the value of continual payout options when planning for lifetime income in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Reasons to save in a 401k or similar employer-sponsored plan

Investing in your employer sponsored retirement plan may provide an opportunity for savings.
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Compare your distribution options in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Transforming your retirement assets into income

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Back-to-college shopping will be a bit more "old school" this year

Last summer, parents of college students said they planned to spend just 48% of their back-to-school shopping budgets in brick-and-mortar stores, according to Deloitte's annual Back-to-College survey.
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The 5 best states for retirement in 2018

Several factors that make a state a good place for retirees.
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Baby on way? The 8 financial steps you should take to prepare

As you prepare to welcome a baby into the world, the excitement and anticipation of meeting your child for the first time can be overwhelming.
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7 simple tips for moving on a budget

Moving ranks number three in life stressors, right up there after death and divorce.
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5 steps to help single parents stay on track financially

Saving money is a big goal for all of us. So in a single-parent family, when one parent bears the responsibility of raising kids and making financial ends meet, saving for something like your own retirement might be further down the priority list compared to your other financial goals.
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Don’t let financial support for an adult child undermine your financial security

Any experienced parent will tell you that you’re never done “raising” your kids.
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Here’s what you need to do now if you hope to retire in 2018

Are you ready to retire? If you hope to retire in 2018 there are a few steps you'll need to take before riding off into the sunset.
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5 easy ways to save cash on your next vacation

Vacations are about more than sleeping in. They give us a chance to explore new things, bond with our families, and take a much-needed break from work.
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4 Tips That’ll Save Your Retirement

We repeatedly are told to prepare for retirement during our working years.
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Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
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Protect and preserve your income with an emergency fund

When you start thinking about retirement, emergency expenses present a unique challenge.
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These Financial Decisions You Make in Your 20s and 30s Can Make or Break Your Financial Future

Have you ever wondered which life decisions brought you to where you are right now – at this very moment? Or, how your life might be different if you made a few decisions differently along the way?
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What Happens If I Take an Early 401(k) Withdrawal?

The purpose of a 401(k) is to provide retirement income, so the last thing you ever want to do is access that money while you're still working. But if times get tough and you grow desperate for cash, you might be tempted to tap that account early and access the money that's technically yours.
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Retirement Planning for Women

Why Living Longer Means You Have to Save That Much Harder
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2018 Cost of Living Adjustments (COLA) savings limit

Review the new COLA savings limits for 2018
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8 Changes to Social Security in 2018

For 2018, the basic structure of Social Security is the same in terms of how workers are taxed and how benefits are calculated and paid.
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