Archive - 2022

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Why COVID-19 Is Changing The Way We View Money
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Rolling Over Your Roth 401(k)

Why COVID-19 Is Changing The Way We View Money

The COVID-19 pandemic upended the way people live their lives.  From mask mandates and stay-at-home orders to vaccines and protective strategies, the last two years have had no shortage of drastic changes to how we live day-to-day. While the physical health of our communities will always be at the forefront of this discussion, there has also been a massive shift in the way people interact with their personal finances. The pandemic may not have only changed how you spend money but has likely shifted the way you view your career and overall relationship with your financial circumstances. What do these
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Rolling Over Your Roth 401(k)

Roth 401(k) plans have been around for a while now, but here’s something you want to keep in mind about these accounts. When you leave your employer, generally speaking, you should always rollover your Roth 401(k) to a Roth IRA. There may be a few exceptions, but that’s the general advice. This is primarily due to the Required Minimum Distribution (RMD) requirement that is placed on Roth 401(k) accounts… unlike a Roth IRA, the owner of a Roth 401(k) is required to take minimum distributions (RMDs) beginning at age 72, just like traditional 401(k) and IRA plans. Therefore, at some… Read More

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