Retirement
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Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
By Ann Marie Etergino, CIMA® Published
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What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
By Jackie Stewart Last updated
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Best 401(k) Investments: Where to Invest
Knowing where to find the best 401(k) investments to put your money can be difficult. Here, we rank 10 of the largest retirement funds.
By Nellie S. Huang Last updated
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Roth IRA vs. Traditional IRA: Which is Better?
retirement Deciding between a Roth IRA vs. traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli Last updated
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Inherited an IRA? Five Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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10 Retirement Moves to Make Before 2025
From applying for Social Security and donating to charity to maximizing your savings accounts, ere are retirement moves to make before 2025.
By Kathryn Pomroy Last updated
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Average Net Worth by Age: How Do You Measure Up?
Financial advisors discuss the secrets to growing your net worth over time.
By Adam Shell Published
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Three Charitable Giving Strategies for High-Net-Worth Individuals
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published