Retirement-plans
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Pros and Cons of 403(b) Plans
Millions of public school employees use 403(b) plans. Here's what to know about them.
By Emma Patch Published
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy Published
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Why Turning 65 Isn't What It Used to Be, According to an Expert
With more than 4 million people turning 65 in 2024, an expert in psychology and aging explains why so many of them are thriving like never before.
By Sandra Block Published
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These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
By Erik Bowman, RICP, NSSA Published
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The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
By Vincent Birardi, CFP®, AIF®, MBA Published
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A 10-Year Checklist For Retirement Planning
This checklist for retirement planning will help you get in shape 10 years out.
By David Rodeck Last updated
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Graduation Gifts to Build Good Money Habits
Financial Planning The best graduation gift will help the young person in your life build savings and ramp up their money skills. Today's grads could use a break.
By Catherine Siskos Last updated
Financial Planning -
What to Know Before You Inherit an IRA
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks.
By Antwone Harris, MBA, CFP® Published
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How to Add Treasury Bonds, Bills and Notes to an IRA
investing If you are wondering how to add Treasury bills, bonds and notes to an IRA, there are ways to do so.
By Lisa Gerstner Last updated
investing