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IRAs for 2020

For 2020, your total contribution to all of your traditional and Roth IRAs cannot be more than $6,000 ($7,000 if you’re age 50 or older), or your taxable compensation

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Lost Your Job?

 What do you do with your 401(k)? Got your attention? Got you thinking? Now that you have gotten over the shock of losing your job,

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Look Out For Covid-19 Scams

Unfortunately, scammers are using the COVID-19 pandemic to try to steal your Medicare Number, personal information, and money. And they’re using robocalls, social media posts,

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401(k) Fees

Fees are automatically deducted from the plan.  They are hard to find and may go under different names.  Here a few so you may understand

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Old 401(k)s?

What is the best strategy for you? Leave it there-You may leave your account with the company after you leave.  You may be happy with

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Tax Do-Over

If you are in a low tax bracket, take advantage by converting some of the money in pre-tax 401(k)s and IRAs to a Roth. You

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5 Retirement Myths….

MYTHS about retirement income, stocks, Medicare, taxes, social security and annuities. Know these myths early and include their information in your retirement income strategies. 1-Are

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What are the risks that affect your future income? Business-Will you have a job tomorrow or as long as you want to work? If you

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