Chapter 1: Conquer your workplace retirement planNew trends in retirement plans3 steps to building retirement savingsBuy and hold vs. active managementThe art of naming your beneficiariesWhat to know about target-date fundsChapter 2: All about IRAsCash out, leave 401(k) or roll over?Differences between a Roth IRA, 401(k)7 steps to a Roth IRA conversion4 steps to undo a Roth conversion3 ways to pay for a Roth conversionBoomer dilemma: traditional or RothRoth conversion investment strategiesPenalty-free IRA, 401(k) withdrawals8 Roth IRA conversion traps to avoidChapter 3: Retirement planning decisionsMaking the pension decisionThe case for getting the annuityPros and cons of taking the lump sumFixed income alternatives for retireesWhere to find retirement incomeChapter 4: Tools & ResourcesVIDEO: Roth conversion Q&A401(k) Spend it or save it?401(k) savings calculatorConvert IRA to Roth calculatorRetirement planning checklistMore tools and resources
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You won't owe taxes if you pay fees from your IRA. In fact, there may be other tax breaks.
Employees who spend more time engaged with their 401(k) tend to be more active savers.
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