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Backdoor Roth IRA vs Mega Backdoor Roth IRA
An Individual Retirement Account (IRA) is a popular way to save for retirement, but not everyone can contribute to a Roth IRA directly, especially ... -
7 Critical Retirement Mistakes to Avoid
Retirement is often considered a time to relax, where you can pursue your passions and enjoy the fruits of years of hard work. However, ... -
Planning for Retirement Income to Cover Unfunded Healthcare Costs
The rising retirement healthcare costs can put a serious strain on your savings, especially when it comes to long-term care. The annual median cost ... -
Retirement Investment Tips That Could Help You Become a Millionaire by 2050
Becoming a millionaire by 2050 requires a series of steps that include regular savings, disciplined spending, smart investing, and portfolio diversification. A well-structured strategy ... -
How to Prepare for Healthcare Expenses in Retirement
While you may have a number of expenses in retirement, healthcare is likely going to be one of the major ones. Medical costs tend ... -
Retirement Planning – End-of-Year Checklist for Retirees
As the year draws to a close, it’s an ideal time for retirees to look closer at their financial plans. Year-end reviews can help ... -
Understanding Medicare: Key Changes Coming in 2025
Administered by the Centers for Medicare and Medicaid Services (CMS), Medicare is a healthcare program for Americans aged 65 and older. If you are ... -
6 Ways Financial Guidance Benefits Both 401(k) Plan Participants and Employers
A well-structured 401(k) plan is a well-known retirement savings tool and a mutually beneficial asset for employees and employers. For employees, a 401(k) offers ... -
Information About the 2025 IRA and 401(k) Contribution Limit Changes
Every year, the Internal Revenue Service (IRS) makes changes to contribution limits for retirement accounts like 401(k)s and Individual Retirement Accounts (IRAs). This year, ... -
Does My Spouse Need a Separate Retirement Account? Key Considerations for Couples
Couples do a lot of things together. They share their homes, dreams, travels, and even financial goals. When it comes to retirement, there is ...
