Retirement Plans
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Importance of Fixed Income Securities for Retirees
The popular 60:40 or 70:30 asset allocation strategy suggests that when you are young, you should invest 60 to 70% of your portfolio in ... -
Importance of Tax Loss Harvesting in Your Retirement Plan
Tax planning is something you need to focus on in retirement. But in retirement, you probably do not want to be buried in tax ... -
10 Steps to Create a Robust Retirement Investment Portfolio
Building a retirement portfolio is not as complicated as it sounds. In fact, in many ways, it is like cooking a great meal. You ... -
Qualified vs. Non-Qualified Retirement Plans: What is the Difference?
Oftentimes, the moment you hear that a government agency is involved in something, your confidence in it usually goes up. You may find the ... -
What is Sequence of Returns Risk and How to Protect Your Retirement
Investing comes with its fair share of risks. You have probably heard about the usual suspects, such as market risk, inflation risk, credit risk, ... -
How Pre-Retirement Planning Can Set You Up for Long-Term Success
Retirement is different from your other financial milestones. For instance, if you are saving for a house, you are essentially saving for a one-time ... -
How to Protect Your 401(k) from a Market Crash
A 401(k) plan can be your most reliable financial companion in retirement. With years of investing and employer matches, it can really help you ... -
The Right Way to Save for Retirement and Avoid Costly Mistakes
It is true that there is no single way to do anything, and multiple approaches can take you to your destination. However, when it ... -
401(k) Catch-Up Changes for 2025
The 401(k) is getting a boost in 2025, and it is not just limited to higher standard contribution limits. The Internal Revenue Service (IRS) ... -
Retirement Investment Tips That Could Help You Become a Millionaire by 2050
Becoming a millionaire by 2050 requires a series of steps that include regular savings, disciplined spending, smart investing, and portfolio diversification. A well-structured strategy ...
