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College Saving: How Does a 529 Plan Compare to a Roth IRA?

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529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a …

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5 most, 5 least Tax-friendly States for Retirees

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Even the best prepared among us can forget to consider certain retirement expenses, and with that in mind, GoBankingRates.com has ranked each state in the country by one expense factor that many do omit from their calculations: the overall taxes paid by retirees. After all, some states are financially friendlier than others to retirees, exempting some …

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Working Longer Better Than Saving More For Retirement Late In Career

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Workers trying to better prepare for retirement might want to reconsider how long they work before they finally cash in their chips rather than just boosting their savings rate. They’ll have more of them to cash in if they do the former rather than the latter. Those are among the findings of a new paper …

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Business Owners: Should You Consider a Wellness Program for Your Employees?

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Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may indeed bring a variety of organizational benefits, depending on overall objectives and program design. Focusing only on return on investment (ROI) results, however, could provide too narrow a view of …

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Settling an Estate: Executors Inherit Important Title

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Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his or her wishes. Settling an estate, however, can be a difficult and time-consuming job that could take …

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