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Posts in Savings & Retirement

12/29/14  Savings & Retirement
Don’t get zapped by the new IRA rollover rule

Effective January 1, 2015, you can only make one tax-free rollover per 365 days between your IRA accounts, regardless of how many IRAs you own. You can still make unlimited transfers between IRAs without tax consequences. Learn the difference between an IRA rollover and an IRA transfer and exceptions to the new rollover rule.

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11/20/14  Savings & RetirementSmart Spending Tips
Five common retirement planning blunders – and how to avoid them

The time to plan or fine-tune your plan to ensure a comfortable retirement is now. Learn about five of the most common mistakes people make when planning for their retirements. 

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11/19/14  Savings & Retirement
IRA Basics

Learn the basics of Individual Retirement Accounts.

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10/23/14  Savings & Retirement
Retirement planning for women’s unique retirement needs

A basic goal for retirement investing is to make sure you save enough to make your money last throughout your lifetime. But the longer life expectancy of women means they may need to save more than men, as a woman's money needs to last six years longer on average. Learn more about calculating your long-term financial needs and factors to consider in preparing for retirement.

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10/7/14  Credit 101Savings & Retirement
Borrowing against your 401(k)

Learn some of the factors you need to consider if you are thinking of borrowing against your 401(k) plan:

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10/1/14  Savings & Retirement
Three keys to more successful investing (part two)

Learn investment tips to maximize your gains and minimize your losses.

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