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Retirement Planning
Tips for Working Into Retirement
Retirement used to mean leaving work forever at age 65. Today, that description no longer applies to many of the millions of Americans who are at or near the traditional retirement age.
Is Now the Right Time to Convert to a Roth IRA?
Converting a traditional IRA to a Roth IRA can offer greater flexibility in retirement. And beginning this year, more taxpayers are eligible to make this conversion.
When You Need Cash in Retirement
If your nest egg has taken a hit, here's some advice on the best ways to stretch your dollar in retirement.
Do Your Retirement Plans Need Retooling?
Many people fail to set aside the money they will need to fund a healthy and happy retirement. Others who’ve saved diligently over time may have been hit hard by the stock market declines of the last couple of years. Here's some advice for anyone dealing with the new realities of retirement.
Dealing with Parents’ Financial Problems
As the older generation — and their retirement nest eggs — have been particularly hard hit during the recent recession, many people are now trying to cope with a parent’s financial questions and concerns.
Hatching a Plan to Protect Your Nest Egg in Today’s Rough Economy
If you’re middle-aged (45–60 years old) or older, you don’t have the same luxury as do younger investors who can afford slightly riskier investment strategies. Here are some tips so your retirement savings will still meet your needs.
How to Squirrel Enough Away to Retire in Comfort
The precarious economy may have created some setbacks, but with a few changes and some tried-and-true tactics, you don’t have to give up your retirement dreams!
Podcast: Converting to a Roth IRA
2010 is a pivotal year for Roth IRA conversions - but is it right for you? New Jersey Society of CPAs member Rosemary Ervin, CPA, offers advice on conversion eligibility and answers to commonly asked questions about this hot topic.
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