Senior Living
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Senior Living Basics
Latest Articles
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What is an after-tax 401(k) and who should make contributions to one?
An after-tax 401(k) lets workers take greater advantage of their employer’s retirement plan.
3 min read Sep 05, 2023 -
Roth IRA conversion: Here’s everything you need to know before converting
The Roth IRA can set you up with tax-free retirement income, but watch out for the pitfalls.
9 min read Sep 05, 2023 -
401(k) and IRA hardship withdrawals – 5 ways to minimize taxes and penalties
Emergencies happen, and that’s why it’s good that a 401(k) or an IRA allow you to take hardship withdrawals.
5 min read Sep 05, 2023 -
Social Security spousal benefits: Here’s what spouses can get
Those claiming spousal benefits received an average check of $839.
5 min read Sep 05, 2023 -
The pros and cons of taking out a 401(k) loan
Borrowing from your 401(k) is risky, but may be worth it depending on your situation.
5 min read Sep 05, 2023 -
1 in 6 retirees are considering returning to work: How remote work can help
Remote work can help make the transition back to work seamless.
5 min read Sep 04, 2023 -
Tax-deferred: What does it mean and how does it benefit you?
Tax-deferred accounts have two main advantages.
2 min read Sep 01, 2023 -
IRA vs. life insurance: Which is best for retirement saving?
What to know before using life insurance to save for retirement.
3 min read Sep 01, 2023 -
The average 401(k) balance by age
Compare with your savings progress to see if you’re on track for retirement.
4 min read Aug 31, 2023 -
These are the biggest mistakes people make with Social Security
Try to avoid these mistakes to help keep your retirement on track.
5 min read Aug 31, 2023