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Many older workers don’t know they are allowed to take penalty-free withdrawals from their 401(k), 403(b) and 457 plans.
May 29
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An average couple aged 65 who are about to retire this year will need $285,000 to cover healthcare expenses.
May 28
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A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.
May 28
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With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.
May 28
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As much as 46% believe Medicare will cover the costs of long-term care.
May 23
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The approved legislation relaxes rules for retirement savers.
May 23
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Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.
May 22 -
Lawmakers are poised to merge two bills that would make it easier for workers to save for retirement.
May 21
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Practices can dance on the cutting edge by returning to basics in an area where financial advisors are “deeply curious” about the best approach.
May 16
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