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Impact of Workplace Retirement Plans

If you can save more for retirement and have exhausted your workplace retirement plans, you can turn to an IRA or a Roth ...

How to Get Started with a Simplified Employee Pension?

On the whole, SEP-IRA offers significant advantages in terms of tax-deductible contributions, high contribution limits, ...

How to Quantify the Value of Retirement Accounts

Quantifying your retirement accounts is a complex activity. One that takes time and deep knowledge of the tax system, ...

7 Ways to Create a High Performance Retirement Portfolio

A good portfolio when one is younger should contain a significant growth component. However, later on in life, their focus ...

Single Premium Immediate Annuity: Is a SPIA Right for Your Retirement?

A single premium immediate annuity is a great tool for retirement, but it may not suit ...

7 Simple Ways to Estimate Your Retirement Expenses

Estimating your retirement expenses is important to make sure that you do not run out of funds later. The older you get, ...

10 Steps to Create a Robust Retirement Investment Portfolio

A balanced retirement portfolio is a combination of various market securities applied with the right investment ...

Importance of Tax Loss Harvesting in Your Retirement Plan

Tax-loss harvesting strategy can help you minimize your yearly tax liability by offsetting your capital gains with ...

Importance of Fixed Income Securities for Retirees

For most people, fixed-income investing is not a priority given the fast-paced and superior returns of the stock ...

Fixed Annuities: How Does a Fixed Annuity Work?

Fixed annuities are steady, reliable investments that guarantee fixed returns irrespective of any external ...

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