Financial Articles

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What is rollover IRA

What is a rollover IRA, and do I need one?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred…

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Leaving your job? Your retirement savings plan options

Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you've considered all your options. In…

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What is a Roth 401(k)?

The arena of employer-sponsored retirement plans has been dominated by 401(k) plans that are funded with pre-tax contributions, which effectively defers taxes until distributions begin. However, the Roth 401(k) is…

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Understanding Individual Retirement Accounts (IRAs)

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if…

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When markets turn volatile, what’s an investor to do? 7 quick tips

To help you better understand what to do when markets turn volatile, it’s important to take some practical steps to help you stay focused on the big picture. Consider following…

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Coronavirus concerns? Consider past health crises

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on…

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