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One important somber step for 40-something clients is to consider what happens to their assets when they die.
February 28 -
One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.
February 27 -
Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.
February 24 -
A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.
February 23 -
A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.
February 23 -
The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.
February 22 -
The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.
February 22 -
Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.
February 21 -
Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.
February 21 -
One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”
February 17
