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Insights

Simplifying the Retirement Plan Tax Credit for Start-Ups
July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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Should You Roll Over an IRA to an HSA?
July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans
June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Managing the Hidden Risk to Your Retirement Savings
April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
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Roth IRAs for Kids?
April 3, 2024
Read time: 4 minutes At first, the idea of setting up a retirement account for a child might...
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How to Get the Maximum Social Security Benefit
April 1, 2024
Read time: 4 minutes If you’re a high earner and meet certain qualifications, you could receive the highest...
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Have You Planned How You’ll Spend Your Time Once Retired?
March 7, 2024
Read time: 4 minutes Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing
February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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Reality vs. Perception: People Retire Earlier Than Planned
January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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High Earner? Consider a Backdoor Roth or Mega-Backdoor Roth
October 5, 2023
Read time: 5 minutes The IRS places income limits on who can contribute to a Roth IRA. As...
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The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules
September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care
May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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Podcasts

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#180

You’re ready to protect what you’ve built

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September 17, 2026
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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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