Roth IRAs Roth IRAs have become an important part of Americans’ retirement planning since their introduction in 1997. By 2022, contributions to Roths outpaced those to traditional IRAs by almost 2 to 1. As a tax-advantaged retirement account, a Roth IRA is funded...
Many people, regardless of age, tend to procrastinate when thinking about retirement. For young people, retirement seems far in the future. However, it is an important life event that requires much thought and thorough planning. The sooner you begin planning for your...
There is some good news for your retirement planning. If you have an employer-sponsored 401(k) retirement plan, or any of a number of similar plans, you’ll be able to increase your annual contribution this year by $1000, as part of the federal government’s scheduled...
Retirement planning may be a little different for the self-employed, but it’s just as important, if not more so. 60% of working Americans have access to a 401k plan through their employer. But if you are among the nearly 10 million self-employed, you are entirely...
Although the public perception of trusts is often as only for the wealthy, trusts can help many people achieve diverse financial goals. To better understand why you might want to incorporate a trust into your estate planning, you need to know what a trust is and the...
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