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Facing Your Fears: Modeling the Impact of a Significant Bear Market on Your Financial Plan

Millions of investors make counter-productive and potentially life-altering moves during a bear market. Here’s how to avoid being one of them.  
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Becoming the Boss: Retiring to Your Own Business

Want to keep working post-retirement? Consider creating a job for yourself. You’ll be able to do work you enjoy — and do it on your own schedule.
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How Prepared Are You for Later-Life Health Care Costs?

When you’re young and healthy, it’s hard to envision how much you'll have to spend on health care costs in your later years. Besides, there will be time to think about that later, right? And yet, as with so many things,
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Debt and Lack of Financial Knowledge Holding People Back From Retirement Preparedness

The latest installment in one of the longest-running retirement preparedness studies points to too much debt and too little financial knowledge as among the most significant retirement roadblocks. The Employee Benefit
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How to Minimize the Cost of Early IRA Withdrawals

Discover how to make early IRA withdrawals while avoiding the taxman — or at least minimizing his take.
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Overcoming 5 Obstacles to Saving for Retirement

Falling short in saving for retirement? It's time to identify the things that are holding you back — and do something about them. 
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Keep More of Your IRA/401(k) Gains Through Smart Tax Planning

Asset allocation is crucial to your investing success. But if you have a tax-advantaged retirement account and a taxable investment account, so is asset location.
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A Roth IRA Conversion and the Opportunity of a Down Market

A down market offers an upside — an opportunity for significant tax savings when moving money from a Traditional IRA to a Roth IRA.
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Your 10 Most Important Financial Moves for 2022

No one knows what will happen in 2022. But you can make it a year of personal financial progress — if you're willing to plan and act.
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Retirement Surprises

Many new retirees find themselves facing unexpected realities in retirement — both financial and emotional. Here’s how to minimize surprises.
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