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Four Tips for Dealing With Life-Altering Health Conditions
Plenty of health conditions can change your life, even when they’re not terminal. Making appropriate adjustments can help you age in place longer.
How the Social Security Bridge Strategy Works
This is how you can wait until age 70 to start collecting Social Security — and capitalize on the annual 8% boost to your benefit.
By Andrew Rosen, CFP®, CEP Published
Is an Annuity Right for You? Here’s What You Should Know
Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.
By David S. Corman Published
What Is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
By Seychelle Thomas Last updated
How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli Last updatedretirement
Here’s a Step-by-Step Guide to Retirement Planning by Age
Applying these best practices of retirement planning to each phase of your life can help put you on track for the retirement of your dreams.
By Jared Elson, Investment Adviser Published
Considering a 401(k) Loan? What You Can Do Instead
Borrowing from your 401(k) could have a detrimental impact on your future financial health. If you’ve already tapped your 401(k) for a loan, here’s how to recover.
By Ken Moraif, MBA, CFP®, CRPC® Published
2024 Investment Outlook: Three Tips for the New Year
What should investors do to protect their nest eggs as we head into a presidential election and face continued uncertainty about interest rates?
By Michael Aloi, CFP® Published
The Five Critical Components of a Financial Plan for Retirees
Not only do you need to know what you’re going to do and whether you have enough money to do it, you need plans for income, taxes and your estate. Here’s how to build your plan.
By Evan T. Beach, CFP®, AWMA® Published
How a Backdoor Roth IRA Works (and Its Drawbacks)
High earners can get around income limits on Roth IRA contributions by converting other IRA accounts to Roths, but there are some caveats.
By Bruce Willey, JD, CPA Published