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Rethinking the Roth 401(k)

The conventional wisdom about who should use a Roth 401(k) may be scaring away some people who would benefit from a Roth.
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What You Don’t Know (About Social Security Retirement Benefits) CAN Hurt You

Older Americans — including current and future retirees — appear to have quite a lack of knowledge about Social Security.
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Gaps Between Retirement Confidence and Preparedness Persist

The number of today's workers who are confident they'll enjoy a secure, comfortable retirement continues to be at odds with their actual preparedness.
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SMI on the Radio: Which Kind of IRA Is Best for You? (audio and transcript)

The Roth-vs.-traditional playing field is more level than it may seem. 
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Transferring Your Wealth to the Next Stewards

“Fortunes tend to self-destruction by destroying those who inherit them” — so said Henry Ford. How can you help ensure that the inheritance you leave is a blessing, not a curse?
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Making Sense of Your IRA Options

An Individual Retirement Account is a great tool for building savings. But rules related to eligibility, account types, and "rollovers" can be confusing. We sort them all out for you.
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Roth IRAs and Roth 401(k)s: Similar, Yet Different

The Roth IRA and the Roth 401(k) sound similar, but there are significant differences in how Congress has structured these two types of retirement accounts.
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Traditional IRA vs. Roth: Which Maximizes Retirement Income?

Roth IRAs often are touted as being superior to traditional IRAs because Roth withdrawals are tax-free in retirement. But a closer look shows the Roth-vs.-traditional playing field is more level than it
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“Is it Biblical to Save for Retirement?”

Saving for retirement doesn’t necessarily mean you’re not trusting in God. In fact, done with the right spirit, retirement planning can be a powerful expression of your trust in Him.
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April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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