Retirement-plans
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How to Roll Over a 401(k)
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Published
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Roth 401(k) Contribution Limits for 2024
retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
By Jackie Stewart Last updated
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How Finances Are Split In a Gray Divorce
Navigating how finances are split in a gray divorce? Divvying up assets accumulated over many years of marriage can be complicated.
By Ella Vincent Published
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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SIMPLE IRA Contribution limits are up $500 to $16,000 for 2024.
simple IRA The SIMPLE IRA contribution limit increased by $500 for 2024 and workers at small businesses can contribute up to $16,000 or $19,500 if 50 or over.
By Jackie Stewart Last updated
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Roth 401(k) Changes: What You Should Know for 2024
Retirement Savings Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings.
By Kelley R. Taylor Last updated
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5 Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
By Sandra Block Published
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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity
The Tax Letter With QCDs, retirees can save on taxes by making donations from their IRAs directly to charity. Here's what you need to know about qualified charitable distributions.
By Joy Taylor Published
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How Gen Z’s Retirement Planning and Investing Are Different
Growing up with a smartphone in hand has made the use of technology for investing and retirement planning second nature for Generation Z.
By Shane W. Cummings, CFP®, AIF® Published