Latest
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What Is a Safe Harbor 401(k)?
Part of the Small Business Job Protection Act, this type of 401(k) makes it easier for small businesses to offer retirement plans to their employees.
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Technology Unleashes the Power of Year-Round Tax-Loss Harvesting
Tech advancements have made it possible to continuously monitor and rebalance portfolios, allowing for harvesting losses throughout the year rather than just once a year.
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The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning
Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others.
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
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Five Roth IRA Pitfalls Your Adviser May Not Tell You About
Heffalump traps may be imaginary, but Roth IRA pitfalls are very real. They could upend your retirement if you're unaware of them.
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I'm 52 with $2.1 million in retirement savings: Can I afford a second home?
Buy a second home now, or wait until retirement? It depends.
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The Nine Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
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Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
