Financial Advisor Insights

What to do after inheriting a retirement account from a parent or relative

If you have just inherited a traditional IRA, SEP IRA, Roth IRA, 401(k) or 403(b) plan from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. As a […]

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Is it always best to max out a 401(k)? Exploring the downside of tax-deferred growth

Updated for 2019. In personal finance, there aren't too many universally applicable hard and fast rules. Although some might reasonably argue that always maxing out annual pre-tax contributions to a […]

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What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs and aren't sure how […]

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How to Use a Roth IRA, Even When You Earn Too Much

If you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some […]

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Retirement Planning with a 403(b)

Updated for 2019. Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used […]

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Evaluating a 403(b) Rollover

Updated for 2019. If you are a doctor or medical professional, you likely have a 403(b) retirement plan. Before switching hospitals, consider the options for your old 403(b). In most situations, a […]

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What Should You Do With Your Old 403(b)? Here Are Four Options.

Updated for 2019. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the old plan. In most […]

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Managing benefits while changing jobs

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