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Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?
April 5 -
See what the Social Security Administration considers part of the "5 things every woman should know" about the program.
April 4 -
The retirement problem comes down to the fact that many people don't have access to a 401(k) plan. Here's one solution.
April 3 -
Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.
April 2 -
Filing early can be a smart move if seniors intend to continue working even on a part-time basis.
March 29 -
Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.
March 28 -
Clients aged 35 have to set aside 11.69% of their pay to keep up with those in their 20s socking away only 6% of their salary, based on calculations by Financial Engines.
March 27 -
Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.
March 26 -
These funds can be expensive and may not be accurate in determining investors' risk tolerance, among other potentail downfalls.
March 23 -
Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.
March 23