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Should You Avoid a Tax-Heavy Portfolio for a Secure Retirement?
Planning for your retirement years can be a dynamic activity. With changing laws, a continuous influx of financial products in the market, and increasing ... -
10 Steps to Create a Robust Retirement Investment Portfolio
A financially secure retirement is the dream of many but often the greatest challenge for most people. According to a 2019 study by GOBankingRates.com, ... -
How to Transfer an Old 401(k) to an IRA
A 401(k) is one of the primary retirement savings vehicles for U.S. retirees. As of June 30, 2020, 401(k) accounts held approximately $6.3 trillion ... -
The Impact of the Pandemic on Long-Term Care for Retirees
Coronavirus has engulfed the world in many ways. Right from jobs to the economy, everything suffered a major setback due to the pandemic. The ... -
Important Things to Remember While Making Changes to Your Will
Creating and securing a will is one of the most critical aspects of estate planning. However, it is not wise to draft a will ... -
Should you use a High-Deductible Health Plan to Save for Retirement?
When you think of a health insurance plan, high-deductible health policies might not be your first preference. Typically, this is because of their restrictive ... -
5 Reasons Why You Should Not Revise the Asset Allocation of Your Retirement Funds
Retirement planning can involve various types of strategies, approaches, funds, and accounts. The level of diversification and risk depends on each individual based on ... -
How to Efficiently Withdraw from a 401(k)?
401(k) accounts are one of the primary retirement savings vehicles in the U.S. As of June 30, 2020, 401(k) plans had an estimated asset ... -
Importance of Tax Loss Harvesting in Your Retirement Plan
Even in the best of times, not all your investments are going to be winners. However, even falling investment values have a silver lining. ... -
What is the Annuity Factor Method?
When you invest for retirement, it is advisable to understand the investment world holistically. This includes your contributions, limits, taxes, and withdrawals. If you ...
