Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.