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Closing a Retirement Income Gap
When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won’t be enough to meet your needs. If you find yourself in this […]
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Establishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals. Examine your financial goals Before you establish a […]
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Traditional Pension Plans
In general If you participate in a traditional pension plan at work (technically known as a qualified defined benefit plan), you’ll generally be entitled to receive monthly benefits from the plan after you retire. These benefits are usually based on your age at retirement, as well as your years of service and your average earnings […]
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Net Unrealized Appreciation: The Untold Story
If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with an unfortunately complicated name. When you receive a distribution from your employer’s retirement plan, the distribution is generally taxable to you at […]
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Dangers and Mistakes of IRA Required Minimum Distributions
Dangers and Mistakes of IRA Required Minimum Distributions By Patrick Fleming and Scott Bishop People spend years accumulating wealth in IRAs and Retirement Plans (like 401k’s). Since the US Government allows for years of tax deductions and deferrals, they want their “pound of flesh” in your retirement but no later than age 70 ½ (go […]
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Top 10 IRA Rollover Mistakes
When rolling money over from 401(k) to an IRA or in contemplating other types of rollovers, there are many mistakes that are made. In my professional career, I believe that it is better to learn from other’s mistakes rather than making them yourself. With that in mind, we turned to Ed Slott, who i feel […]
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