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Potential new #401k and #IRA rules? #Taxes #Retirement
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Saving for College
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Don’t Make Rash Moves if You’re Forced Into Retirement
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Find Ways to Save on Summer Fun
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Mothers: Make Time for Financial Planning

Potential new #401k and #IRA rules? #Taxes #Retirement

The post Potential new #401k and #IRA rules? #Taxes #Retirement appeared first on Yardley Wealth Management, LLC.

There is recent breaking news on the retirement plan rules front. The House passed a bill that would change some of the rules around 401(k)s and IRAs.

It will do some nice things. The Senate still needs to pass it and the President still needs to sign it. Given how overwhelmingly the House passed it, it seems like there’s a good chance it could become law.

One change is that it would allow people to continue making IRA contributions past 70 1/2, …

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Saving for College

If you’re a parent or plan to be one, chances are you are considering ways to pay for your child’s college education. You may have a goal of sending them to public or private school, with the hope of helping them graduate college with little, if any debt.

Whether or not your goal is to fully fund your child’s education or to help as best you can, there are some options to consider saving as much as you can to reach or education savings goal.

One option to consider is a 529 college savings plan. 529 plans allow money to …

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Don’t Make Rash Moves if You’re Forced Into Retirement

We talk a lot about retirement planning: taking time out to think about your financial goals and planning out how to reach them. But in “Forced to retire? Here’s what to do” Marketwatch covers a scenario that you may not be able to anticipate: being forced into retirement before you are ready.

The article advises that you do not do anything rash like selling investments right after you hear the news that you must retire. This doesn’t mean that you do not need to examine your assets but rather that you shouldn’t just sell things off …

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Find Ways to Save on Summer Fun

You may have heard it said that those who fail to plan, plan to fail. That isn’t just a clever rearranging of words; it really has meaning. Financial planning is about the long-term and the short-term. The weather is getting warmer and in the short term, it is easy to spend money and be carefree since it is summer but you may regret it later if you overspend. Rather than let summer take  you where it may, you can find ways to save on summer fun.

Mint offers “5 Ways to Stop Summer from Wrecking Your Monthly Budget” and …

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Mothers: Make Time for Financial Planning

Now that Mother’s Day is over and we are back to business as usual, let’s really take a look at and appreciate mothers in the United States–many of whom are balancing a lot of different responsibilities.

According to Pew Research (6 Facts about Moms):

The median age at which women become mothers is older than before. There are many reasons for this but we hope that women who are purposeful about delaying motherhood are able to do some financial planning before their first child arrives.

Women spend more time working that before while at the same time also

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