Annuities: Why You Need to Know How They Work

It is important to know how annuities work because many financial planners recommend them to their clients for retirement planning purposes. Does that mean you need one? Learning more about annuities can help you decide. We all know we should …

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Lump Sum Pension Payments

A pension plan may have an option that allows you to take your entire pension benefit as a lump sum instead of receiving monthly payments. How do you make the best financial decision?  When considering a lump sum, ask yourself …

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Checklists for End-of-Life Planning

One of the most important things you can do for the people who mean the most to you is prepare for when you are gone. Having your financial affairs, materials and end-of-life instructions in order will give you all peace …

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Marriage and Finances: Planning for the Unexpected

There are many benefits to being an active participant in managing the household finances when you are married. One of those benefits, while not easy to think about, is being better prepared to deal with some of life’s unexpected events. …

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Retirement Plans Rollover Chart

The Retirement Plans Rollover Chart will help you figure out what options you have for moving your money from one retirement account to another.

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Pension and Survivor Benefits

If you are married when you retire, and either you or your spouse has a traditional defined-benefit pension, you will face some choices when you retire and apply for benefits. A defined benefit pension plan is a pension plan that promises …

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Saver’s Tax Credit for the 2020 Tax Year

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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