Category - Retirement

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Potential new #401k and #IRA rules? #Taxes #Retirement
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Saving in Retirement
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Xennials and Retirement Planning
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Avoid Retirement Plan Fees and Penalties
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Don’t be an April Fool…Plan for Retirement

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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Xennials and Retirement Planning

You’ve heard of Millennials but have you heard of Xennials? And if you are a Xennial, does this label make a difference in your retirement planning? It might. You could scoff at these terms a marketing ploys or just conversation starters but it does help to know something about the specific obstacles people in your generation may face. We all need to save and prepare for retirement and recognizing the economic factors that affect our earnings can alleviate guilt about not saving enough and motivate us to do more. Business Insider defines Xennials as a ““microgeneration” born between 1977 Read More

Avoid Retirement Plan Fees and Penalties

The main message about retirement is that you need to save (and you do!) but once you have some retirement savings, you also need to make sure you maximize your savings by not paying fees you need not pay. There are ways in which fees and penalties can eat into the resources you work so hard to save.

U.S. News & World Report offers information on “5 Retirement Fees You Should Never Pay” to get you thinking about how you can use your retirement money to benefit you instead of paying penalties.

Early withdrawal penalties: You may …

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Don’t be an April Fool…Plan for Retirement

If you have reached adulthood then you are already aware that plans go awry. Your plans for one day can be derailed so it goes without saying that your plans for retirement may not play out the way you think they will. Still, many of us remain a little too optimistic that we’ll be able to retire when and how we want.

In “3 April Fool’s Jokes for Your Retirement Plan,” TheStreet.com observes “There are many disparities between the expectations of a worker aged 50+ and the reality.” Rather than be a April fool, consider how you can …

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