Financial News
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Wishing you a joyous holiday season and a prosperous New Year!
Everything You Need to Know About Holiday Travel in 2021
From finding the best prices to navigating crowded airports, here's your guide to holiday travel in 2021. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered...
These are your 2022 401(k) and IRA contribution limits
Savers can stash away an extra $1,000 in their 401(k)s in 2022, the IRS announced Thursday in a release about cost-of-living adjustments for retirement plans. Read more... Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
PERSONAL FINANCE Joining the ‘Great Resignation’? Here’s how to handle your 401(k)
Hunting for a new job? Don’t forget about your retirement savings at the company you’d be leaving. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment...
Should I use a 401(k) or an IRA to save for retirement? A traditional account or the Roth version? Here’s what to know
You can save on taxes while saving for retirement by using an IRA or a 401(k). But deciding the best account is not always straightforward. There’s also the Roth option for both, meaning four choices, all with different rules. Read More... Investment Advisory Services...
80% of Medicare beneficiaries don’t know this rule — or its penalty
Failing to enroll in Medicare can lead to some steep penalties, and that’s just as true for Medicare Part D, which covers prescription drugs. Read more... Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research...
How to save more and reach your financial goals by the end of the year
Somehow, we’ve reached the final three months of 2021. Over the past few weeks, I’ve been reflecting on the year and my financial goals, something I haven’t felt up to doing in a while. During the first year of the pandemic, I put off thinking too hard about the...
Suze Orman: ‘Medicare is not free,’ here’s how you can cover the cost
If you can't wait to turn 65 so you're eligible for Medicare and free of those high health insurance premiums, Suze Orman has a harsh reminder for you. Read more... Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...
What Do Plan Sponsors Want from Their Advisors?
Amid the fallout from the pandemic, HR directors are stretched thin and depend heavily on their advisors—but sometimes they’re not on the same page, according to plan sponsor executives at this week’s NAPA 401(k) Summit. Read more...Investment Advisory Services...
New Life Expectancy Tables Will Decrease RMDs
The IRS has issued final regulations on mortality tables to be used for calculating required minimum distributions, which reflect longer life expectancies. Read more...Investment Advisory Services offered through Investment Advisor Representatives of Cambridge...