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Retirement Planning

IRA Transfer

When discussing IRA funds, it's important to understand the concept of a direct transfer. This refers to the movement of IRA funds from one provider to another without the owner actually receiving the funds. You may hear this referred to as a Trustee to Trustee transfer. This type of transaction allows for a smooth and efficient transfer of funds, without any tax consequences for the IRA owner. Now, let's delve deeper into the details of this important aspect of IRA management.

Employer-sponsored Retirement Plan

Let's delve into the world of retirement planning and explore the difference between Defined Contribution and Defined Benefit plans. These types of plans are widely used, wi...

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Defined Benefit Plan

A retirement plan, referred to as a 'qualified plan', is structured to provide a benefit to employees upon retirement. The benefits are usually calculated as a percentage of...

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Life Cycle Fund

A life cycle fund, also known as a target date fund, is a type of mutual fund that adjusts its level of risk according to the age of its owner. As the investor approaches re...

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IRA Rollover

When discussing financial planning, one important term to understand is "rollover." This refers to the transfer of funds from one qualified retirement plan, such as a 401(k)...

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