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A Word of Caution Regarding Required Minimum Distributions
For Mark Roberts' Use: Many workers hope to retire around age 65, and expect that they will begin required minimum distributions from a retirement account at that time. However, some hope to continue working and saving [...]
6 Surprising Facts About Social Security
For Mark Roberts' Use: For most of us, Social Security has been around as long as we have. It was created back in 1935, as a supplemental income source for retirees. And so, for all [...]
What Happens to Debt When You Pass Away?
For Mark Roberts' Use: While we all hope to manage our debt loads during our lifetimes, it’s normal to pass away still owing money to one or more creditors. It might only be last month’s [...]
Leaving Your Job: What About Your 401(k)?
These days, it’s rare for an individual to stay with the same company throughout the duration of their career. You will probably face the decision of moving on to greener pastures someday… But what about [...]
Accessing Your Maximum Social Security Benefit
For most of us, Social Security will comprise a significant part of our retirement income. So naturally you want to access the maximum benefit possible for your situation. But you might also be curious to [...]
No 401(k)? You Can Still Plan for Retirement!
When we talk about saving for retirement, we’re often speaking to those who have access to an employer-sponsored 401(k) plan. But what if your company doesn’t offer this option? You wouldn’t be alone; about 38 [...]