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Health Plans for Early Retirees
insurance Finding coverage until Medicare kicks in isn’t hard, but policies can be pricey.
By Kaitlin Pitsker • Published
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Inherited 401(k)s: 6 Questions Heirs Need to Ask
401(k)s An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.
By Rachel L. Sheedy • Published
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Ex-Workers Get More Time to Repay 401(k) Loans
401(k)s If you leave your job while you have an outstanding 401(k) loan, Uncle Sam now gives you extra time to repay it -- thanks to the new tax law.
By Kimberly Lankford • Published
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The 5 Best Investments You Can Make in 2019
Markets Everyone is looking forward to 2019 if only because 2018 has been so ugly.
By Charles Lewis Sizemore, CFA • Published
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Making the 1031 Exchange: Is Swap Till You Drop Always the Best Motto?
options Holding property for too long is a mistake many investors make. On the other hand, rushing to buy a property to comply with 1031 rules can be a bigger problem. Sometimes it's better to take the tax bite than rush into a bad deal.
By Karlin Conklin • Published
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How to Find the Best Medicare Advantage Plan for You for 2019
Medicare If you opt for a Medicare Advantage plan instead of traditional Medicare, this online tool can help you find the plan to fit your needs -- and budget.
By Kimberly Lankford • Last updated
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How to Get the Best Individual Health Policy in 2019
insurance More insurers are offering individual policies compared to previous years. Here's what you should know.
By Kimberly Lankford • Published
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14 Ways for Everyone to Save on Taxes Under the New Tax Law
Tax Breaks We’re living in a new tax world now, thanks to the overhaul passed by Congress last year.
By the editors of Kiplinger's Personal Finance • Last updated
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Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
Employee Benefits Making your decision on the type of payout you receive in retirement requires considering these four factors.
By Carlos Dias Jr., Wealth Adviser • Published