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Latest News about Retirement Planning
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Two of the 'best' ways to donate to maximize your tax deduction for charitable gifts, according to financial advisors
December 23, 2022
Tags
Financial planners
Government taxation and revenue
Personal Finance
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The 4% Rule for Retirement Returns in 2023
December 23, 2022
Tags
Nationwide
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retirement income
From
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'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
IRA
401(k)
Personal saving
From
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Here are 10 ways to avoid the early withdrawal penalty for individual retirement accounts
December 22, 2022
Tags
IRA
401(k)
Personal finance
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Emergency savings provisions in Secure 2.0 may help shore up short- and long-term financial security, experts say
December 22, 2022
Tags
Employee benefits
Personal spending
401(k) plans
From
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The 'Secure 2.0' retirement legislation leaves a 'huge problem untouched,' labor economist warns. How these changes could help
December 21, 2022
Tags
Minimum wage
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Personal finance
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As the cost of living skyrockets, nearly 1 in 3 adults rely on their parents for financial support
December 21, 2022
Tags
Savings
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'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
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Retirement planning
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This 'wild card' strategy can help retirees with unpaid quarterly taxes before year-end
December 20, 2022
Tags
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Average Social Security retirement benefit fell short by 46% in 2022. Here are the costs the went up the most
December 20, 2022
Tags
Inflation
Personal spending
Social Security
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There’s still time to reduce your 2022 tax bill with these last-minute moves
December 20, 2022
Tags
Personal finance
Financial planning
Personal saving
From
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21% of investors don’t think they pay investing-related fees. Here’s why they’re wrong — and how it costs them
December 19, 2022
Tags
401(k)
IRA
Personal Finance
From
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Op-ed: Here are 5 questions to ask your financial advisor before the end of the year
December 19, 2022
Tags
Investing
Inheritances
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The 10 states where $1 million in retirement savings will run out the fastest—Hawaii is No. 1
December 17, 2022
Tags
Make It / Money
Personal finance education
Make It / Save and Invest
From
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88% of employers offer a Roth 401(k) — almost twice as many as a decade ago. Here’s who stands to benefit
December 16, 2022
Tags
Tax planning
Taxes
Roth IRA
From
CNBC.com News
Share of Americans living paycheck to paycheck rises to 63% — here's how to get your finances back on track
December 15, 2022
Tags
Debt
Wages and salaries
Retirement planning
From
CNBC.com News
As a record 8.7% Social Security cost-of-living increase starts in 2023, here's what beneficiaries should look for in annual statements
December 11, 2022
Tags
Personal Income
Income Tax
Retiree finances
From
CNBC.com News
You may get a 1099-K for Venmo and PayPal payments. Here's how to prepare — and shrink your tax bill
December 10, 2022
Tags
Personal finance
Financial planning
Financial planners
From
CNBC.com News
Here are some things to think about before deciding to retire in another state
December 09, 2022
Tags
Second homes
Government taxation and revenue
Personal finance
From
CNBC.com News
401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation
December 08, 2022
Tags
Employee benefits
Inflation
Personal spending
From
CNBC.com News
Amid inflation and market volatility, just 12% of adults — and 29% of millionaires — feel 'wealthy'
December 08, 2022
Tags
Personal loans
Savings
US: News
From
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Taking required minimum distributions? How to reduce the sting of selling in a down market
December 07, 2022
Tags
Personal investing
Savings
Investing
From
CNBC.com News
50% of women say they are behind on retirement savings. Here's why they face challenges
December 07, 2022
Tags
401(k) plans
Financial planning for marriage
Social issues
From
CNBC.com News
It's never to soon to save for retirement. Here are 3 ways Gen Z workers can start now
December 07, 2022
Tags
Investment strategy
Financial planning
Financial planners
From
CNBC.com News
'It's possible the market can rally': Financial advisors say a recession isn't inevitable
December 06, 2022
Tags
Stock markets
stocks
Investing
From
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Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO
December 06, 2022
Tags
stocks
Stock markets
Savings
From
CNBC.com News
Robinhood to pay a 1% 'match' on customer contributions to retail individual retirement accounts
December 06, 2022
Tags
Savings
Retirement planning
Retirement
From
CNBC.com News
'You can control your tax-reporting destiny'. 4 key year-end tax moves
December 05, 2022
Tags
Tax planning
Taxes
Roth IRAs
From
CNBC.com News
Worried about Social Security benefit cuts? How calculators may help gauge how changes may affect you
December 05, 2022
Tags
Personal Finance
Personal finance
Financial planning
From
CNBC.com News
Men participate less often in 401(k) plans than women, unless they are automatically enrolled
December 03, 2022
Tags
Personal Finance
Investment strategy
Personal finance
From
CNBC.com News
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