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Financial Planning

5 Ways to Plan for Early Retirement

After decades of hard work, many people are thrilled by the prospect of early retirement. It is possible for almost anyone, if you are willing to do some planning. However, because the planning often begins when you are still years away from retiring, it can be difficult. Follow these five rules to set yourself up for early retirement. Save Money Now Even though retirement may seem incredibly far off, it is important to start saving money now, especially if you want to retire early. Do not wait to start until you are only a handful of years away from retiring. Cut...

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Gain Flexibility in Your Investments with a 401(k) Rollover

When your company offers a 401(k), it’s a convenient way to invest and plan for retirement. However, there’s a limit to how you can invest in a 401(k), so it’s better to roll over your 401(k) into an IRA account, preferably a Roth IRA. Some reasons to do a 401(k) rollover include: Lower fees Less taxes More ways to invest Benefits of a 401(k) Rollover Lower Fees Some 401(k)s that come from employers charge hefty administrative fees. It’s not enough to turn people away from using it, but it can add up. Plus, there are better options out there, such as an IRA....

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5 Financial Planning Tips for Retirement

As if there weren’t enough plans you have to make for retirement, don’t forget to account for tax payments. Even seasoned retirement advisors can forget about tax liability - exposing themselves to financial risks and hardships during what should be the golden years. As a retiree or someone close to retiring, use these financial planning tips to stay financially secure leading up to retirement and far into the future. Accurately Estimate Tax Payments Whether you plan on living off of a pension, Social Security benefits, individual retirement accounts, or some other source of income, you need to look at the big picture....

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