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Planning on Making Early Withdrawals from..
Even the best savers may find themselves in a situation where they need to tap their retirement account before reaching age 59½, the minimum age at which an individual...
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Looking Ahead to 2025: Upcoming Changes..
The changes to IRAs that will be implemented in 2025 apply to Traditional, Roth, and SIMPLE IRAs and 401(k) plans. These include self-directed IRAs and self-directed...
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Jaime Raskulinecz, CEO of Next Generation..
In a Recently Published Article, Raskulinecz Shares Statistics on Inactive 401(k)s Due to Job Attrition, Details Differences Between Direct and Indirect Rollovers and...
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Do You Have a 401(k) at..
According to the Investment Company Institute’s 401(k) Center, 401(k) plans held $6.3 trillion in assets as of September 30, 2022. The assets were in more than...
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Has Your Work Situation Changed? You..
Do you have a retirement plan that is still with an employer where you are no longer working? If you have recently lost a job due to COVID-19, or are in job transition,...
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Do you have a leaky 401(k)..
Plug up the hole with self-direction According to a study published earlier this fall, many households are pulling their retirement savings together again, 10 years...
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You Can Take it With You..
Analysts forecast that within the next five years, assets held in IRAs will nearly double those in 401(k) plans, with IRA assets growing to $12.6 trillion by the end...
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401(k) Millionaire Status Grows Among Women..
Although many people dream of accumulating at least $1 million in retirement savings, that amount of wealth is not often attained due in part to Americans’ overall...
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Can You Still Really Bank on..
According to a recent report from investment advisory firm Research Affiliates, not so much. The report states that even making a 5 percent return on traditional...
