Don’t Lose Track of Financial Accounts
For years, people save and invest in 401(k) plans, IRAs and other financial accounts. They wouldn’t lose track of this money, would they?
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Five Moves for Young Investors
If you’re just beginning your career, what are your financial priorities? You might have student loans to deal with. And you may even be thinking about saving for a down …
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You Can Put More Into Your 401(K) This Year
Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 2025, you …
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Which IRA Is Right for You?
The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth …
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IRS Issues Interim Guidance on Student Loan-Based Retirement Contributions
WASHINGTON, D.C. — The Internal Revenue Service (IRS) has released interim guidance under Notice 2024-63, offering clarity for retirement plan sponsors on matching contributions tied to student loan payments. This new …
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How to Be a ‘Seasonal’ Investor
As we transition from summer to autumn, change is all around us — leaves are taking on new colors, temperatures are dropping, and the days are getting shorter. But you …
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Vanguard Report Highlights Record Savings Rates in 401(k) Plans
VALLEY FORGE, PA — American workers continued to save at record rates in their 401(k) plans in 2023, according to Vanguard‘s annual report, “How America Saves.” The study, which analyzed …
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New Choices for Business Owners
If you own a business and you offer a 401(k) or similar retirement plan to your employees, you’ll want to stay current on the various changes affecting these types of …
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Lincoln Financial Group Unveils Innovative Retirement Solutions to Support Smaller Employers and Non-Profits
RADNOR, PA — Lincoln Financial Group (NYSE: LNC) recently introduced FlexPEP(k) and FlexPEP(b), its latest offerings in pooled employer plans (PEP) for 401(k) and 403(b) plans. This initiative marks a …
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Slow and Steady: A Smart Way to Invest
You’ve probably heard stories about fortunate investors who “get in the ground floor” of a new, hot company and quickly make a fortune. But while these things may happen, they …
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