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Celebrating Over 21 Years of Excellent Service

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How To Start Savings For Retirement

How To Start Savings For Retirement

Whether you already have an IRA or are planning to open one, there are a few things you should keep in mind. This account is more than a “piggy bank” where you put away extra cash every few years, but can prove to be a valuable personal finance tool for your future...

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Rule of 55 – How to Get Penalty Free Withdrawal at 55?

Rule of 55 – How to Get Penalty Free Withdrawal at 55?

If you invest in various plans such as IRA and 401(k), you would know that for tapping a 401(k) free of the 10% early withdrawal penalty, you must be at least 59½ years of age. But what if you want to retire earlier than that, say by age 55, and still be able to take...

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How to Overcome the 5 Greatest Retirement Planning Risks

How to Overcome the 5 Greatest Retirement Planning Risks

Proper retirement planning is the only way to ensure your financial security and comfort after you hang up your boots, but you have to be smart about it. It isn’t just about putting money into an IRA or 401(k) every month. You also need to account for potential...

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Managing Your 401K

Managing Your 401K

Many companies use 401(k) plans as tools for recruiting and retaining talented employees. These plans also help employees to plan their retirement. A part of their pay-check, along with a matching fund (mostly) from the employer, is put away in a retirement account....

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7 Common Employer Sponsored Retirement Plans

There is an assumption by many people that employer-sponsored retirement plans are generic. The fact is that there are several types of retirement plans which an employee can operate with an aim of saving for retirement. Your choice of a retirement plan is determined...

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How Can Doctors Find the Right Financial Advisor

How Can Doctors Find the Right Financial Advisor

Making the right choice of a financial advisor is as important as the advice you will get from these experts. For a physician, things get trickier because you need someone with a background in handling your kind of portfolio. Whatever you do, never rush the process of...

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Roth 401(k) or Roth IRA – Which is More Beneficial?

If you want to save money for retirement and enjoy the benefits of your hard work, then putting your money into a retirement plan is the best bet. Before you start planning your nest egg, however, it’s best to understand where to park your funds and how you wish to...

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Difference Between Roth IRA And Traditional IRA

There are many ways to plan for the future. Two financial vehicles, known as Roth IRA and Traditional IRA, are among the most popular options. There are a number of key differences between the two, including differences in contribution limits, early withdrawals, and...

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What is the Maximum Roth IRA Contribution Limit?

What is the Maximum Roth IRA Contribution Limit?

Roth IRA is an investment vehicle that can help you plan for the future. The basic principle of this IRA is you pay taxes on your income now in exchange for not having to pay taxes when you withdraw your money later on. It works in direct contrast to the Traditional...

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Pros and Cons of a Roth IRA

Pros and Cons of a Roth IRA

The Roth IRA is a powerful investment vehicle. It has extremely good advantages, but it has its own set of limitations. So, let’s understand the pros and cons of a Roth IRA. What are the Benefits of a Roth IRA Listed below are the 8 advantages of the Roth IRA. Your...

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The Advantages of Owning Traditional and Roth IRAs

It is a smart move to start saving for retirement as early as you can because the earlier you start, the more years your money will have to grow before you retire. Many years of savings will give you a reserve that is large enough to see you through when you are no...

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Rules to Convert Traditional IRA to Roth IRA

When you started saving for retirement, your search for the best retirement account possibly led you to settle for a Traditional Individual Retirement Account. A Traditional IRA is all good because of its tax-deferred nature. This ability can lead to bigger interest...

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