Latest
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529 to Roth IRA: Should You Rollover Unused 529 Funds?
Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.
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Ask the Editor — Tax Questions on Disaster Losses and more
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on paper checks, hurricane losses, IRAs and timeshares.
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I'm 58 and unexpectedly inherited $650K. Does this change my retirement timeline?
We asked an expert financial adviser to weigh in.
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Why Smart Retirees Are Ditching Traditional Financial Plans
Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans based on real-life risks and goals and that feature these four elements.
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
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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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Is Your IRA Protected from Creditors in Bankruptcy?
Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that exist and to what extent they protect your IRAs.
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Need More Money for Retirement? You May Have Already Saved It. Here's How to Find Your Lost 401(k).
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.
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How New Retirees are Navigating Current Uncertainty
‘I Picked a Helluva Time to Retire.’ Six strategies for new retirees facing a dicey stock market and unpredictable economy.
