Your Retirement Handbook

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This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Equifax Data Breach
      On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve names, Social Security numbers, birth dates,
Save & Invest
  If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not earn enough money to invest. You
529 Plan
    When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these accounts may now be used to pay for qualified elementary and secondary school expenses under federal law.1 Unfortunately, some state laws
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Filial Responsibility laws
  Imagine your parents outliving their money. A terrible thought, right? Should this occur, there will be one of two outcomes. Either your parents will move in with you (or someone else), or your parents will become indigent. Hopefully, your parents have saved, invested, and managed their money well enough to avoid such a plight,
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Procrastinating
  First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain ground financially when income rises, debt shrinks, and expenses decrease or stabilize. Maybe you should pay your debt first, maybe
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digital assets
  When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now considering.1 Your digital assets should not disappear into a void when you die. You can
Backdoor Roth

The Backdoor Roth IRA

    Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able to create a backdoor Roth IRA and give yourself the potential for a tax-free income stream in retirement. If you think you will be in a high tax
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