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Workers at private companies have amassed more than $400 million in state-run retirement programs

by Robert Sechrist | Mar 7, 2022 | financial planning

  KEY POINTS Through state-run programs in California, Illinois and Oregon, nearly 430,000 accounts have been funded since the first rolled out in 2017. Similar initiatives are under way in other states. Altogether, 46 states have either implemented or considered...

Here’s how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans

by Robert Sechrist | Feb 28, 2022 | financial planning, Investments, retirement

KEY POINTS Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone who delayed their 2021 withdrawal until this year under...

To make your financial New Year’s resolutions stick,

by Jason Sechrist | Feb 10, 2022 | financial planning, Investments, Money

here’s what you need to do   MilosStankovic | E+ | Getty Images People have the best of intentions. At the start of a new year, millions make resolutions — goals they want to reach throughout the upcoming months. Getting a handle on money issues is usually near the...
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