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Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow.
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Some specifics about the “second act.”
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.
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Event Calendar
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September 28, 2016 Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions. The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and your life insurance policy may give you even more confidence about the eventual transfer of your wealth. One concern still remains, though. You have to tell your heirs that these documents exist. Read more » beneficiaries inheritance TOD transfer on death wealth transfer |
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August 25, 2016 Financially speaking, what do some households do right?
Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial shape in the long run than other households. Read more »
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July 25, 2016 Plan to create a pool of healthcare dollars that you can use when the time comes.
How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an answer for you. Read more »
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