Building Wealth
Latest
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Avert a Tax Surprise in Retirement: Get Ready With a Roth
Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.
By Andrew Drufke Published
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A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
By Jerry Golden, Investment Adviser Representative Published
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Financial Planning Careers Are Open for Business
Thanks in part to the Great Wealth Transfer, jobs in financial planning are expected to grow in the next decade.
By Kevin R. Keller, CAE Published
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What to Do With Your 401(k) When You Leave Your Job
Instead of cashing out or leaving your 401(k) account behind, consider consolidating your savings in your new employer's plan. Here's how.
By Spencer Williams Published
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Don’t Let Bad Luck Ruin Your Retirement Dreams
When you retire can have a big impact on whether your money will last in retirement, but planning can manage the impact of the markets’ bust cycles.
By David S. Corman Last updated
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Is a Roth Conversion for You? Seven Factors to Consider
The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.
By Joshua Taffer, CEPA Published
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Three Steps Help Ensure Your Money Lasts in Retirement
With people living longer, retirement lasts longer, and that means we can’t afford to run out of money before we run out of life. What to do?
By Kelly LaVigne, J.D. Published
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Worker Protections Could Undergo a Change in 2024
Some state legislatures are considering adopting a 'just cause' requirement for when employees are let go. In almost all U.S. states now, employees are considered 'at will.'
By H. Dennis Beaver, Esq. Published
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Seven Costs Landlords Underestimate When Setting Expectations
Many landlords might expect their real estate investment properties to rake in a return on investment of 8% to 10%, but often it’s actually 1% to 2%.
By Brian Evans, CPA, PFS Published