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Employees who converted traditional IRA assets into Roth last year can still undo the conversion this year if they are going to pay more in taxes than what they were supposed to gain
March 9
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Employees should consider limiting their traditional 401(k) savings, as the plans provide taxable distributions that can boost their tax bill in retirement
March 7
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More workers are gaining access to a Roth 401(k), and employees should take advantage of it.
March 1 -
Employees who intend to invest in an IRA and make the most of the account should determine which of a Roth and a traditional IRA will best suit their needs.
February 28
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Working seniors who intend to start collecting Social Security benefits in the middle of the year should know about the monthly earnings test.
February 27
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A study suggests seniors tend to be healthier and live longer if they continue working past the retirement age, rather than leaving the labor force for good.
February 26
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The solo 401(k), the SEP IRA and a SIMPLE IRA are retirement savings vehicles that are meant for contractors, freelancers and other self-employed individuals
February 23 -
Employees can simplify their retirement portfolio by merging multiple accounts.
February 22
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Working longer and delaying Social Security could result in a bigger retirement benefit.
February 12
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Investors are advised to liquidate some assets or transfer them to certificates of deposit and money market funds.
February 8
