December 2021
America’s Moment of Reckoning for Older Workers
The big changes this writer found when speaking at an Encore Palm Beach County awards event The grassroots movement toward working longer looks like it’s at a moment of reckoning. The ranks of retirees 55 + have grown by 3.5 million over the past two years, according to the Pew Research Center, much higher than the pre-pandemic …
Congress wants to kill the ‘backdoor Roth IRA.’ Here’s what it means for you
Tax-free savings in retirement are great to have at your disposal.But provisions in the Build Back Better bill would limit some of the ways to accrue them in the future — at least for high-income savers.The provisions are included in the version of the bill that recently passed the House, and is set to go to the Senate for consideration in December. …
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Top 7 Reasons to Roll Over Your 401(k) to an IRA
The benefits of rolling over your 401(k) when you leave a job Whenever you change jobs, you have several options with your 401(k) plan account. You can cash it out, leave it where it is, transfer it into your new employer’s 401(k) plan (if one exists), or roll it over into an individual retirement account (IRA). Forget about cashing …
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