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- Avoiding Probate
- Working While Receiving Social Security Benefits
- Splurge or Save? Making the Most of Your Income-Tax Refund
- What’s the Difference Between Medicare and Medicaid?
- When Buying Is Easy, Paying Later Can Be a Problem
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- 401(k) and IRA: A Combined Savings Strategy
- Your Social Security Statement: What’s in It for You?
- Should You Speed Up Your Retirement Plans?
- Balancing Medicare and Work-Based Insurance
- Do You Have a Tax-Smart Withdrawal Strategy?
- Four Reasons to Review Your Life Insurance Needs
- A Map for Your Family
- Credit Scores Reach Record High
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Research Articles
- What Is a Roth 401(k)?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a 401(k) Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
- What Is a Required Minimum Distribution?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Is Asset Allocation?
- What Is Dollar-Cost Averaging?
- How Long Will It Take to Double My Money?
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Videos
- Saving for College with a 529 Plan
- The Social Security Statement Gets a Makeover
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Digital Deception: Watch Out for Cybercrime
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- The Pros and Cons of a Big Tax Refund
- Social Security: When Should You Claim Retirement Benefits?
- How Sequence of Returns Can Affect Your Retirement Savings
- Taking a Financial Inventory
- 3 Factors to Consider When Investing for the Long Term
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
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