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Are You Underestimating Your Need for Disability Insurance?
Long-term disabilities are probably more common than you think: About one-third of us will experience one before age 65. But before you buy insurance, learn the ins and outs of long-term disability policies. Paddy If you underestimate your risk of disability, you’re...
Do I Need Disability Insurance?
Your employer may offer disability insurance, but investigate its coverage limits and tax implications. In exchange for regular premium payments, disability insurance commits to paying out a portion of your salary in the event of a disabling condition.(GETTY IMAGES)...
2021 Outlook For Life Insurance Buyers
Getty Compare Life Insurance Companies Compare Policies With 8 Leading Insurers One of the silver linings of the pandemic is that it has prompted Americans to tackle some financial tasks they have been putting off—such as getting life insurance. In fact, 1 in 4 people...
Tax Filing Season Is a Little Later This Year
Tax Filing Season Is a Little Later This Year What to know and dates to remember Provided by Strategic Wealth Design Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual. This year the I.R.S. will begin...
Your Annual Financial Planning Checklist
It’s vital to keep on top of what you have and haven’t accomplished If you’ve taken on the task of mapping out your annual financial plan, you deserve a pat on the back. Making sure you’ve covered all the bases is important to both your short- and long-term financial...
What Do Financial Advisors Do?
A lot, in fact. Read this for what to expect and come prepared with questions. You may wonder what a financial advisor does. In general, these professionals help you make decisions about what you should do with your money, which may include investments or other...
These are your 2021 401(k) and IRA contribution limits
Twenty/20 The IRS released annual inflation adjustments for 2021 for many tax provisions on Monday, including new income tax brackets and an increased standard deduction. It also announced that contribution limits for 401(k)s and IRAs will not increase next year. For...
Are Your Retirement Savings Ahead of the Curve?
Here’s how to tell if you are an exceptionally good retirement saver. It takes decades of diligent saving and solid investment returns to build up a large retirement account balance.(GETTY IMAGES) IT'S DIFFICULT TO determine exactly how much to save for retirement....
Avoid these costly mistakes when rolling over a 401(k) to an IRA
KEY POINTS Before you move your money, be sure you know the rules that differ between 401(k) plans and IRAs. If the rollover process is done incorrectly, it could be considered a distribution, which would make it subject to taxation and, possibly, an early withdrawal...
Tax Planning for Beginners: 6 Tax Strategies & Concepts to Know
Know your bracket, how key tax ideas work, what records to keep and basic steps to shrink your tax bill. Many or all of the products featured here are from our partners who compensate us. This may influence which products we write about and where and how the product...
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