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401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …

Test Your Annuity Acuity: An Advanced True/False Quiz

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

How to Teach Your Teenager to Invest

Teens have the great advantage of time, but how do you get them interested in investing? TIM OLSEN BOUGHT HIS first stock when he was 8. His parents set up custodial accounts for both of their children, believing that outside of a savings account, investing in stocks was the best way for th …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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