Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
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If you're a federal employee, take advantage of the Thrift Savings Plan. The government offers broadly diversified funds and matches employee contributions.
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Investing in your employer’s stock via a company retirement plan carries some risk. But it also comes with a special tax advantage.
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August 27, 2020
Eric J. Reinhold
Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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Will you come out ahead by investing or by prepaying your mortgage? Here's a year-by-year comparison of the two approaches.
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Joseph called attention to an issue in a recent Friday roundup that we thought important enough — and relevant to enough of our readers — to warrant a separate article.
The issue? That if you took a required minimum
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Congress and the White House are trying hard to counteract the financial fallout from COVID-19. Here's what that means for you.
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If you're retired, or close to retirement, having plenty of cash on hand allows you to take a bear market in stride. You can calmly wait for your stock-based investments to recover.
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The Bible is clear that fear is not to be our response at times like these. But with fear clearly off the table as an acceptable response, how do we balance faith versus a healthy level of caution?
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Based on new research, we’re recommending a change to the process of implementing Upgrading in a work-based retirement plan that offers relatively few investment choices.
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