1. Where you will live in retirement · 2. Required minimum distributions (RMDs) · 3. The 3.8% net investment income tax · 4. Leaving money to others · 5. Workplace ...

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Can I convert money from a traditional 401(k) to a Roth IRA? Yes, once retired or while still working if your plan permits in-service withdrawals from your 401( ...

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Make the most of tax-advantaged savings accounts like traditional 401(k)s and IRAs. Your contributions are made before tax, reducing your current taxable income ...

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The Roth IRA offers potential tax advantages: tax-free investment growth with no taxes on qualified distributions in retirement.1 Roth IRAs also have no RMDs, ...

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Loans and withdrawals from workplace savings plans (such as 401(k)s or 403(b)s) are different ways to take money out of your plan. A loan lets you borrow money ...

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Retirement plan participants can move after-tax money ... home purchase or qualified education expenses like ... 401(k)s offer loans (however, the ability to take ...

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Whether you\'re withdrawing from an IRA or 401(k), you may consider these retirement withdrawal strategies.

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A Rollover IRA is a retirement account that allows you to roll money from your former employer-sponsored retirement plan into an IRA. You can open the IRA with ...

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Factors that will impact your personal savings goal include the age you plan to retire and the lifestyle you hope to have in retirement. If you\'re behind, don\'t ...

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Making after-tax contributions allows you to invest more money with the potential for tax-deferred growth. That\'s a great benefit on its own - learn more ...

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