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Retirement

Home›Category: "Retirement"
  • SIMPLE IRA vs 401(k) Plan
    Retirement

    The Pros And Cons Of A SIMPLE IRA Versus A 401(k) Plan

    By WiserAdvisor Insights
    May 31, 2023
    While both SIMPLE IRA and 401(k) plans serve the common goal of providing individuals with an opportunity to save for retirement, they differ in ...
    Read More
  • What Is 401(k) Rebalancing
    Retirement

    How Often Should You Rebalance Your 401(k)?

    By Jonathan Dash
    April 25, 2023
    When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest ...
    Read More
  • Roth IRA vs Pre-Tax Retirement Account
    Retirement

    Key Differences Between a Roth IRA and Pre-Tax Retirement Account

    By Jonathan Dash
    April 12, 2023
    When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. The Roth ...
    Read More
  • What Is Roth 401(k) Match?
    Retirement

    What is Roth 401(k) Matching, And How Does It Work?

    By Jonathan Dash
    March 22, 2023
    Many employers offer retirement plans to help employees prepare for the future. One of these options is a Roth 401(k) plan, which allows employees ...
    Read More
  • Roth IRA and Traditional IRA
    Retirement

    Things to Consider When Deciding Between A Roth or Traditional Retirement Accounts

    By Jonathan Dash
    March 9, 2023
    As of September 30, 2022, there were approximately $6.3 trillion in assets in 401(k) plans in the country. These assets represented the cumulative value ...
    Read More
  • 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
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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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