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Why Your 401(k) or 403(b) Matters More Than You Think

Your grandparents—and even some of your parents—had it pretty easy when it came to saving for retirement. Back then, not only was Social Security a reliable source of retirement income but many employers offered Mom or Dad a defined benefit pension plan as well.


What’s Your Retirement Destination?

Are you considering relocating after you retire? You are not alone—in fact, each year about 1 million Americans move following their retirement.1 Many people dream of retiring to warm weather cities, yet the best option may include factors other than 70-degree weather. Pursuing Hobbies and Activities Many retirees spend their golden years in places where…

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New Job? Don’t Leave Your 401(k) or 403(b) Behind

You’ve just accepted a job at another company and you’re probably focused on the opportunities and challenges ahead. Before you devote all your time and energy on making a positive first impression, find the right place for your 401(k) or 403(b). Fortunately, you have several options. First of all, if your account has less than…

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Rethink How You Use Your Health Savings Account

When it comes to saving for retirement, many savvy investors contribute to an Individual Retirement Account (IRA) and a 401(k) or 403(b) account. But did you know that a Health Savings Account (HSA) can be considered part of your overall retirement portfolio? An HSA is a savings account that can be used for out-of-pocket medical,…

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