Retirement in Motion

Monday December 21, 2020 at 11:30PM  |  Tips and Resources That Everyone Can Use Knowledge is Retirement Power Looking to reduce your taxes? It’s always good to remind yourself that your workplace retirement plan offers one of the best tax breaks available. That’s because your contributions may be excluded from your federally taxable income (as…

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It’s Benefit Fair Season!

Monday December 14, 2020 at 11:30AM Let the festivities begin, even in the era of social distancing. It’s that time of year to start the benefit selection process for 2021. Perhaps you’ve traditionally included a 401(k) plan booth at your in-person benefits fair. By doing so, you had the opportunity to encourage people to join…

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SECURE Act Changes Loom

Monday December 7, 2020 at 11:30AM Check these items off your to-do list Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as COVID-19 continues raging around the world, the SECURE Act may have slipped off your radar in favor…

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Maintaining a Diversified Portfolio During Uncertain Economic Times

Maintaining a diversified portfolio can help you feel more in control during uncertain economic times Monday, July 13 at 9:00am (PDT) The COVID-19 pandemic has certainly tested the resolve of even the most seasoned investors. To help regain some confidence and sense of empowerment, it may be helpful to review a fundamental principle of investing: diversification.…

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Roth IRA vs. Traditional IRA: The Differences That Affect You

As you may know, the Roth IRA vs. traditional IRA debate has been going on for a while. Let’s get this out of the way first: there’s still no easy answer to this question. Choosing between these two retirement accounts will depend on your specific situation. In other words, you need to consider this decision carefully. Remember, there…

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How Much Do You Need to Retire?

Retirement is a milestone most of us will reach, but not enough of us plan for. Only about a third of Americans believe they have enough money to live comfortably after they retire. In fact, most people underestimate how much they will need, as they forget to factor in healthcare costs. To make sure you…

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