Thinking of Tapping Your Retirement Funds Early What You Need to Know

Thinking of Tapping Your Retirement Funds Early? What You Need to Know

If you are suddenly in need of a substantial amount of cash, probably the last thing you should do is tap your retirement funds. They are the key to a financially comfortable retirement. The younger you are, the less likely you are to think…
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Is a Roth Conversion Right for You? But Be Careful, They Can No Longer Be Undone!

Article Highlights: Conversion Timing Why Convert? When to Convert? Issues to Consider Before Making the Decision Roth IRA accounts provide the benefits of tax-free accumulation and, once you reach retirement age, tax-free…
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Tax Reform Cracks Down on IRA Recharacterizations

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Article Highlights: Tax Trap Traditional IRA Roth IRA Traditional to Roth Conversions Undoing a Conversion Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts &…
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3 Tips to Getting Retirement Right in Your 20s

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Article by Walter Updegrave | Found on CNN I'm in my 20s and would like to start taking steps to ensure a secure retirement and financial future. But like many people in my generation I'm confused about where to start, who to contact and what…
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5 Things Millennials Need to Know About Retirement

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Article by Wendy Connick | Found on CNN If you're a Millennial, you're in a great position to give yourself a fabulous retirement. You have plenty of time to save, which will means compound interest can be a powerful wealth-building tool for…
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Here's How Boomer Women Are Thriving In Retirement

Article by Kerry Hannon | Found on Forbes Should I stay or should I go? It’s a conundrum for many boomer women. You’ve spent your adult life building a long and fulfilling career, but the time gradually arrives when your friends start…
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The Hot New 'Retirement' Plan for Baby Boomers: Starting a Business

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Article by Leigh Buchanan | Found on INC.COM Characterizing a Boomer business as a retirement hobby is as misleading as saying all 20-somethings launch app companies. Still, startups by people over age 50 tend to skew small. Gallup reports…
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5 Steps to Retire Debt-Free

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Article by by Maurie Backman | Found on CNN.com America is a nation of borrowers, and while racking up debt can be dangerous at any age, it's especially hazardous for those heading into retirement. Because most seniors are behind on savings…
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Social Security Can't Finance Your Retirement, Boomers -- Take Action Now

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Article by John Mauldin | Article Featured on Forbes By 2035, the number of Americans 65 and older will climb from about 48 million today to over 79 million. That’s the Baby Boomer impact. There are now 2.8 active workers for each Social…
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What Role Should Your House Have in Retirement Planning?

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Article by Ilana Polyak | Featured on Journal of Accountancy Home is where the heart is. And it can also be where the assets are. As of 2011, home equity made up about three-quarters of the average American’s net worth, according to the…