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Plan Well, Retire Well

Saving and investing your money
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Celebrate Saving!

It's time to light the candles, make a wish and celebrate saving money. This week is America Saves Week -- a nationwide celebration and campaign to encourage people to save money. Why save money? I had this question asked of me just last night, and it's a good question. To me saving money is about anticipating good things in the future:...

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What's Up with Your Credit CARD?

In the next few days, a new law goes into effect that will change the way credit card companies handle your credit card account. The Credit Card Accountability Responsibility and Disclosure (CARD) Act of 2009 will go into effect on February 22, 2010. This new law will impact interest rate adjustments, disclosure requirements, and the issuing of credit to young consumers among other things. I wa...

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Converting to a Roth IRA, Part 2: Factors to Consider

What is it that determines whether converting to a Roth is a financially good decision? That's the $64,000 question, and in this case, that amount could literally be the value of the question. Roth conversion calculators abound on the internet, but before you use them, it might help if you understand the significance of the information you'll be asked to provide. And, there are some factors the...

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Converting to a Roth IRA, Part I: The (New) Rules

Converting from a traditional to a Roth IRA is a hot topic this year, for a couple of reasons. Two significant barriers - income and filing status - have been removed. And, tax rates will be changing in 2011, making 2010 tax rates look like a good deal. Over the next few days, I'm going to try to pull together all the pieces of information you might need to evaluate whether a Roth conversion ma...

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