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Tag: retirement plans

The Rule of 55
Blog

Discover how The Rule of 55 allows penalty-free 401(k) withdrawals for those 55+ who leave their jobs. Learn more about its benefits and implications.

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403b vs 401k
Blog

Explore the key differences between 403b vs 401k plans. Understand their features, benefits, and who should choose each for optimal retirement savings.

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The Rule of 72
Blog

Discover how The Rule of 72 allows penalty-free 401(k) withdrawals for those 55+ who leave their jobs. Learn more about its benefits and implications.

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tax planning for retirement
Blog

Discover effective tax planning for retirement strategies. Maximize your income, minimize taxes, and secure your financial future today.

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Rollover 401k to IRA
Blog

Learn how to successfully rollover 401k to IRA. Discover benefits, processes, and key considerations for a secure retirement.

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Retirement Annuities
Blog

Know the Pros and Cons of retirement annuities, including steady income streams, longevity protection, tax advantages, and customizable options.

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403(b) Tax-Sheltered Annuity Plan
Blog

Explore the 403(b) Tax-Sheltered Annuity Plan for public and non-profit employees, highlighting tax benefits, contribution limits, and investment options for retirement.

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Difference Between a Pension Plan and a 401(k)
Blog

Explore the difference between a pension plan and a 401(k). Compare benefits, funding, control, and tax impacts to make the best choice for your retirement.

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Cost of Living Adjustment 2025
Blog

Explore the 2025 Social Security COLA forecast with a 2.5% increase. Learn how this adjustment affects retirees and the factors influencing this year’s forecast.

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Social Security 62 vs 67 vs 70
Blog

Explore the best age to claim Social Security benefits 62 vs 67 vs 70 with our comprehensive guide on maximizing your retirement income.

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