Leaving Your Job? How to Handle Company Stock in Your 401(k)
Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance...
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retirement planning
Tax and Financial Pointers When Retirement Is on the Horizon
Retiring soon is an exciting milestone and a time filled with important financial decisions....
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums
If you recently retired or soon will, and you're enrolled in Medicare (or will be), it's critical...
Unlocking the Power of Company Fringe Benefits: Insurance, HSAs and Retirement Planning
Company fringe benefits play a significant role in attracting and retaining employees. Beyond...
Take Advantage of SIMPLE-IRA Catch-Up Contributions
If you participate in a SIMPLE-IRA and are age 50 or older, you can make so-called catch-up...
Spousal IRAs Offer Retroactive Tax-Saving Opportunity
Not all married couples earn dual incomes. For example, during thecourse of a marriage, one spouse...
CCRCs: Key Tax Implications for Residents
The demand for long-term care facilities in the United States continues to rise, along with the...
Seniors: 10 FAQs About Applying for Medicare
Medicare is a federal program that provides health insurance to Americans 65 and older, as well as...