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If you leave your job and a Simple IRA behind, you have the option to roll over the Simple IRA balance to a Traditional IRA, another Simple IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.Learn more
Many individuals reach significantly higher levels of earning — and spending — in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.Learn more
Can you daydream your way to a comfortable retirement? Or, more accurately, can the simple act of envisioning what your lifestyle will be like in your golden years help you to save more now The Capital Group recently commissioned a poll on American attitudes towards saving for retirement that doubled as a thought experiment.Learn more
A Roth IRA held at a brokerage firm is able to facilitate the purchase of exchange-traded funds, or ETFs. Using ETFs within your Roth IRA can be an inexpensive and effective investment for retirement savings. The returns you see from using carefully selected ETFs are magnified by the tax-free growth afforded by the Roth IRA.Learn more
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