When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. The
No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you'll have to plan for these and other
Did you know that insurance companies typically consider your credit history, whether positive or negative, when you apply for auto or homeowners insurance
Answer:
The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The adjustment
The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even moreimportant
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the
Answer:
Your first step is to take advantage of tax-favored retirement savings tools. If you have access to a 401(k) or other employer-sponsored plan at work
Answer:
A qualified plan is an employer-sponsored retirement plan that qualifies for special tax treatment under Section 401(a) of the Internal Revenue
It's hard to talk about college without mentioning financial aid. Yet this pairing isn't a marriage of love, but one of necessity. In many cases, financial aid
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to
1. In the accumulation phase, you (the annuity owner) send your premium payment(s) (all at once or over time) to the annuity issuer. If these payments are
| Questions | Factors to Consider |
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| Do you qualify to convert funds from a traditional IRA to a Roth IRA? |
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