401(k) Archives - Adviser Investments

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401(k)

Planning in Your 50s: Catch-Up Contributions

November 13, 2020

Turning 50 is momentous for so many reasons—including the extra boost you can provide to your retirement savings. The Internal Revenue Service (IRS) allows investors to contribute to tax-advantaged retirement accounts up to a specified limit per calendar year. In 2020, that limit is $6,000 to individual retirement accounts (IRAs) and $19,500 …

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Understanding Defined Benefit Plans

September 11, 2020

There are two main types of employer sponsored-retirement plans: Defined contribution plans and defined benefit plans. What sets the two apart are who is contributing to the plan and where the investment responsibility lies. With defined contributions—the most common of which is the 401(k)—employees determine the amount they wish to contribute and …

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Considering Early Retirement

May 15, 2020

Uncertainty persists about when and if the economy and job market will return to normal—it’s left many people pondering (or being forced into) retiring sooner than they may have planned. Whether it’s a deeply personal decision or a suddenly imposed one, if you’ve found yourself wondering (or worrying) about retiring earlier, here …

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RMDs and the CARES Act

For many retirees, this may be the best news yet out of the current economic and market dislocations. Congress has passed a bill that says you don’t have to take required minimum distributions (RMDs) in 2020. In the $2-trillion CARES Act, Congress waived the RMDs that retirees typically must withdraw from their …

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