Retirement Savings by Age: 35, 50, 60 Benchmarks
Planning for retirement often feels like trying to hit a moving target. With financial landscapes shifting and life expectancies creeping...
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Alexander Newman
Oct 1610 min read
Aging, Finances, and Decision Making: A Guide
As we gracefully step into our golden years, managing our finances becomes more than just a task; it becomes an art and a science. The...
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Alexander Newman
Oct 1613 min read
Senior Health Insurance Guide: Medicare and Beyond
Navigating the world of senior health insurance can sometimes feel like trying to find your way through a dense forest without a map....
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Alexander Newman
Oct 1613 min read
Social Security Spousal Benefits: Eligibility, Calculation, and Application
Understanding social security spousal benefits can seem like navigating a maze with its twists and turns, but it doesn't have to be....
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Alexander Newman
Oct 1511 min read
Trust Administration: Duties, Legalities, and Hiring Lawyers
Understanding the nuances of estate and trust administration can often feel like navigating a complex labyrinth for many retirees and...
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Alexander Newman
Oct 1513 min read
Choosing the Right Retirement Savings Account: A Guide
Let's talk about a topic that's near and dear to the hearts of many looking forward to enjoying their golden years: retirement savings...
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Alexander Newman
Oct 1515 min read
401(k) to IRA Rollover: Pros, Cons, and Costs
Deciding to rollover your 401(k) to a Traditional IRA is a significant financial decision that comes with its own set of benefits and...
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Alexander Newman
Oct 1515 min read
401(k) to IRA Rollover: Pros, Cons, and Costs
Deciding to transfer your 401(k) into an IRA isn't just a logistical move—it's a strategic step that can influence your financial...
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Alexander Newman
Oct 1413 min read
457(b) Rollover to Roth IRA: Key Considerations
Deciding whether to roll over your 457(b) into a Roth IRA involves a blend of tax planning, investment strategy, and a dash of foresight...
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Alexander Newman
Oct 1412 min read
401(k) Rollover Guide: Avoid Penalties and Taxes
When you're standing at the crossroads of retirement, figuring out what to do with an old 401(k) might not be at the top of your mind....
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Alexander Newman
Oct 1412 min read
Direct 457 Rollover Guide: Rules, Benefits, and Steps
Deciding on the best way to manage your retirement funds can often feel like trying to navigate through a dense fog. You want to ensure...
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Alexander Newman
Oct 1414 min read
403(b) to IRA Rollover Guide: Avoiding Penalties
Transitioning from a career to retirement brings a host of financial decisions, one of the most significant being how to manage your...
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Alexander Newman
Oct 1314 min read
403(b) Rollover Options: Benefits, Downsides, and Rules
Discussing your retirement savings can often feel like trying to navigate a dense forest without a map. Specifically, when it comes to...
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Alexander Newman
Oct 1313 min read
457(b) to IRA Rollover Guide: Key Considerations
When considering the next steps in managing retirement savings, many find themselves pondering, "Should I roll over my 457 to a Roth...
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Alexander Newman
Oct 1315 min read
403(b) Rollover Guide: Steps, Rules, and Penalties
Embarking on a journey through the nuances of retirement planning often leads us to the crossroads of managing our existing retirement...
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Alexander Newman
Oct 1214 min read
Pros, Cons, and Steps for 401(k) to IRA Rollover
When it comes to managing your retirement savings, choosing the right strategy can feel like navigating a labyrinth. Among the myriad of...
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Alexander Newman
Oct 126 min read
457 Rollover Tax Penalties: Rules and Exceptions
Navigating the transition into retirement can often feel like trying to find your way through a maze without a map, especially when it...
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Alexander Newman
Oct 1212 min read
Step-by-Step 401(k) to IRA Rollover Guide
Navigating your financial future as you approach or enjoy retirement can often feel like trying to find your way through a maze. One of...
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Alexander Newman
Oct 1211 min read
Tax-Free 401k to Roth IRA Rollover: Rules & Strategies
Moving your retirement funds from a traditional 401(k) to a Roth IRA can be a game-changer for your financial future, especially if...
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Alexander Newman
Oct 1113 min read
401(k) to IRA Rollover: Benefits, Pros, and Cons
Deciding to roll over your 401(k) to a traditional IRA can feel like navigating through a maze without a map. It's a significant...
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