Retirement-plans
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The Average 401(k) Balance by Age
Knowing how your 401(k) balance compares to your peers could be the catalyst to save more.
By Adam Shell Published
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SEP IRA Contribution Limits for 2024
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 a year.
By Jackie Stewart Last updated
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Roth IRA Contribution Limits for 2024
Roth IRAs Roth IRA contribution limits have gone up for 2024. Here's what you need to know.
By Jackie Stewart Last updated
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Should You Convert a Traditional 401(k) into a Roth 401(k)?
If your company offers a Roth 401(k) you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Published
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How to Roll Over a 401(k)
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Published
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Roth 401(k) Contribution Limits for 2024
retirement plans The Roth 401(k) contribution limit for 2024 is increasing, and workers who are 50 and older can save even more.
By Jackie Stewart Last updated
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How Finances Are Split In a Gray Divorce
Navigating how finances are split in a gray divorce? Divvying up assets accumulated over many years of marriage can be complicated.
By Ella Vincent Published
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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SIMPLE IRA Contribution limits are up $500 to $16,000 for 2024.
simple IRA The SIMPLE IRA contribution limit increased by $500 for 2024 and workers at small businesses can contribute up to $16,000 or $19,500 if 50 or over.
By Jackie Stewart Last updated
simple IRA