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Retirement

Home›Category: "Retirement"
  • 401K Rollover Hidden Fees
    Retirement

    The Hidden Cost of Rolling Over Your 401(k) to an IRA

    By WiserAdvisor Insights
    October 28, 2022
    The 401k and an Individual Retirement Account (IRA) are similar retirement accounts. Both offer tax advantages, such as tax-deferred and tax-exempt growth. The two ...
    Read More
  • Saver's Tax Credit
    Retirement

    Do I qualify for a tax credit for contributing to my IRA?

    By WiserAdvisor Insights
    October 19, 2022
    Individual Retirement Account (IRA) contributions play a vital role when it comes to retirement savings. They not only help you build a significant retirement ...
    Read More
  • Biggest Retirement Expenses
    Retirement

    10 Expenses to Include in Your Retirement Budget

    By Jonathan Dash
    October 4, 2022
    Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession ...
    Read More
  • Start Saving for Retirement Early
    Retirement

    5 Reasons to Start Retirement Planning Early

    By WiserAdvisor Insights
    September 14, 2022
    The average retirement age in America is 63. This may seem like many years in the future if you are in your 20s. However, ...
    Read More
  • Prohibited IRA Investments
    Retirement

    Prohibited Transaction Rules and Investments in IRAs

    By WiserAdvisor Insights
    August 3, 2022
    Individual Retirement Accounts (IRAs) are one of the most popular investment vehicles in the United States. They are tax-advantaged retirement savings accounts that offer ...
    Read More
  • Retirement

    Can You Have a 401(k) and a Roth IRA?

    By Jonathan Dash
    July 29, 2022
    401(k)s and Roth IRAs are some of the most commonly used retirement accounts. Some opt for a 401(k) account simply because it comes with ...
    Read More
  • Social Security Retirement Benefits
    Retirement

    How Do Social Security Benefits Work When You Retire?

    By WiserAdvisor Insights
    July 14, 2022
    Social Security is a federal program in the United States run by the Social Security Administration (SSA). Under the program, retirement benefits and disability ...
    Read More
  • ROTH IRA 5 YEAR RULE
    Retirement

    A Guide to the Roth IRA 5 Year Rule

    By WiserAdvisor Insights
    June 9, 2022
    The Roth IRA (Individual Retirement Account) is a tax-advantaged retirement savings account wherein you contribute after-tax dollars, earn tax-free growth, and make tax-free withdrawals ...
    Read More
  • Protect Your Retirement Assets
    Retirement

    7 Steps To Protect Your Retirement Assets and Income

    By WiserAdvisor Insights
    May 31, 2022
    Planning for retirement is arguably the most difficult part of financial planning. It requires you to not only grow your corpus but also find ...
    Read More
  • Retirement

    5 Ways You Can Maximize Your 401(k) Retirement Account

    By WiserAdvisor Insights
    May 17, 2022
    A 401(k) plan is an employer-sponsored retirement savings plan wherein employees can make pre-tax contributions to reduce their taxable income in the present, but ...
    Read More
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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