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Retirement Planning

Qualified Retirement Plan

It is designed to provide retirement benefits to employees.

A retirement plan, whether Defined Benefit or Defined Contribution, is a crucial component of financial planning for employees. These plans receive special tax treatment, as they comply with the regulations set forth by the Internal Revenue Code. Their purpose is to provide employees with retirement benefits, ensuring financial security during their golden years. Understanding the intricacies and benefits of these plans is essential for making informed financial decisions.

IRA Rollover

When discussing financial planning, one important term to understand is "rollover." This refers to the transfer of funds from one qualified retirement plan, such as a 401(k)...

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Traditional IRA

Traditional Individual Retirement Accounts (IRAs) were created with the intention of incentivizing individuals to save for their golden years. This is achieved through three...

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Life Cycle Fund

A life cycle fund, also known as a target date fund, is a type of mutual fund that adjusts its level of risk according to the age of its owner. As the investor approaches re...

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Contribution Percentage Definition

A contribution percentage is a crucial aspect of your workplace retirement plan. It involves deciding how much of your paycheck you want to put towards tax-deferred contribu...

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