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Tag Archives for: "401K"

Should I Roll Over My 401(k) When I Move to a New Job

July 14, 2021
#Retirement Planning
 Should I Roll Over My 401(k) When I Move to a New Job

Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain [...]

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401 (k) vs. Roth 401 (k): Which One is Better for You?

May 5, 2020
#Retirement Planning
 401 (k) vs. Roth 401 (k): Which One is Better for You?

Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. [...]

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Is Your 401(k) Working For You?

November 4, 2019
#In The News
 Is Your 401(k) Working For You?

Is a 401(k) part of your retirement plan? For many Americans, it’s an integral part of their financial planning strategy. But are you making the most of your 401(k)? You don’t have to be a [...]

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5 Ways to Automate Your Savings — a Smart Financial Move

May 28, 2019
#Investment Plan
 5 Ways to Automate Your Savings — a Smart Financial Move

I grew up in Queens, New York. From an early age, I learned a powerful financial principle — and saw that simple concept can make all the difference in lifetime financial success. No matter how [...]

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Smartest, dumbest things people do with 401(k) funds

May 1, 2017
#In The News
 Smartest, dumbest things people do with 401(k) funds

What mistakes do people make often with their 401(k)’s? How can you take advantage of the benefits of 401(k) funds? Marianela Collado discussed Roth to IRA conversions with CNBC. Read the full [...]

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Key Dates During Retirement

August 18, 2016
#In The News
 Key Dates During Retirement

Just like any goal in life, your retirement is met in stages. Those stages often coincide with a particular age date and are comprised of different levels of benefits and opportunities to protect [...]

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