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Fidelity: 401K Accounts Back To Pre-Recession Levels
BOSTON (CBS) – After years of hiding your eyes every time you hear the opening or closing bell, it’s finally okay to look again. The market is getting stronger, and it appears to be taking your...
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Money Matters – Generation X: Estate Planning
BOSTON (CBS) – We have Generation Xers frozen in our minds as this 25 year old but they are no longer kids. The oldest Gen-Xers are celebrating their 47th birthdays and the youngest are 28 and most of...
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Money Matters – Small Business Week: Retirement Plans
BOSTON (CBS) – Let’s start with the simplest plan first. Download: feadl041.mp3 IRAs. You can contribute up to $5,000 this year and if you are over 50 you can use the catch up provision and put away an...
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Money Matters – IRAs: Rollover IRAs
BOSTON (CBS) – When we hear the word rollover, we think of a dog following a command to rollover, wanting a treat. Not so for an IRA. A rollover IRA is when you transfer money from another retirement...
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Money Matters – IRAs: Getting Your Money Out
BOSTON (CBS) – Minimum required distributions known as MRDs normally must begin at age 70½ for your IRAs except the Roth IRA. Download: feadl052.mp3 You would think you would reach 70½ on the date...
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401k Advice From The Man Who Invented It
BOSTON (CBS) – As pensions in the private sector become extinct, more workers will depend on their 401k savings to see them through retirement. The 401k is having a milestone birthday this year as it...
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Financial-Planning Tips For Women
BOSTON (CBS) – A recent survey found more women are taking an active role in their family’s finances. That same poll found many feel they’re not as well versed in these matters as they’d like top be,...
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Study: Women Lack In Understanding When It Comes To Investing
BOSTON (CBS) – More women are getting involved in family finances, but research shows they may not know where to begin. Women lag behind men when it comes to investing. Often this is because women...
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Money Matters – Money Goals For Families: Family With Teenagers
BOSTON (CBS) – You wake up one morning and you realize the baby is having a birthday and she’s 13 today. Oops, what happened to all of the planning you were going to do? Your little girl has grown so...
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Money Matters – Mid-Year Tax Planning: Recent College Grads
BOSTON (CBS) – Many recent grads had to move back home because they could not find a job and right about now mom and dad are making demands they find something so they at least have spending money....
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Money Matters – Mid-Year Tax Planning: Retirement Plan Contributions
BOSTON (CBS) – It’s midyear and this is a good time to review your retirement accounts. The contribution limits for 2011 for a 401(k), a 403(b) and a 457 plan is $16,500. These limits increase with the...
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Money Matters – The Other New Year: Cleaning Up Your Retirement Plans
BOSTON (CBS) - How many IRAs do you have? How many retirement plans? Have you changed jobs often and just left your money with your former employers? Cleaning Up Your Retirement Plans So often I hear...
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Money Matters – Dumb Money Moves: Borrowing From Your Retirement Plan
BOSTON (CBS) – Almost all 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan. According to the Employee Benefit Research Institute’s latest study on borrowing,...
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Money Matters – Save For Retirement Week: Retirement Plan Limits
BOSTON (CBS) – You may have a 401(k) (which is mostly used in private industry but is available to any employer to set up), a 403(b) which is for nonprofit organizations such as schools and hospitals,...
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Money Matters – Save For Retirement Week: Over The Hill Bonus
BOSTON (CBS) – Congress realized a couple of years back that most workers will not have enough retirement savings set aside for their golden years. And Congress does not want to be responsible for...
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Money Matters – Save For Retirement Week: Are You Saving Enough?
BOSTON (CBS) – A recent study found the average 401(k) balance is close to $40,000. That’s not enough! Another study by Fidelity showed the typical working American household is on track to replace 58%...
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Money Matters – Save For Retirement Week: No Plans At Work
BOSTON (CBS) – Only 70% of employers currently offer retirement plans. And of those that did offer retirement plans only 52% of workers participated. Those are terrible numbers! No Plans At Work More...
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Last Week Of The Year: Back To Work
BOSTON (CBS) – It’s almost the New Year and it’s a good time to review what benefits you have at work. Did you receive an employee handbook way back when you started? Have you read it? Back To Work If...
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Mutual Funds: Picking The Right Funds
BOSTON (CBS) – With thousands of mutual funds to choose from, you need a disciplined process to whittle down the number to something that is manageable. This process will work if you are just choosing...
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Key Retirement Birthdays: So You’ve Reached 55
BOSTON (CBS) – Age 55 seems to be a magical number. It’s the elusive goal! I co-authored The Complete Idiot’s Guide to Retiring Early, and most workers under age 40 that we interviewed wanted to be...
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