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Roth 401k vs Traditional

Many people are unaware of 401(h) plans, but these plans can provide great tax free benefits during retirement. If a retired employee will be spending a lot of money to cover medical expenses during retirement, this is the plan to look into. What is a 401(h) plan? There are thousands of people who have never […]


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401(h) Plan

Many people are unaware of 401(h) plans, but these plans can provide great tax free benefits during retirement. If a retired employee will be spending a lot of money to cover medical expenses during retirement, this is the plan to look into. What is a 401(h) plan? There are thousands of people who have never […]


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Fixed Indexed Annuity: Guaranteed Income Rider

Inflation may not play a large role in retirement planning for many people, however, after the options are explained, many retirees will wish they had guaranteed income for life regardless of their inflation expectations. This is possible by using Fixed Indexed Annuities with a guaranteed income rider. The following article discusses retirement financial planning options. […]


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Inflation & Retirement Planning

Inflation asset protection is discussed in the following article. It goes on to explain when inflation is irrelevant and when it could affect an investing pre-retiree. When retirement planning, many individuals will choose a conservative stance in regards to their investments and this will drive the funds available to them during retirement. Inflation becomes irrelevant […]


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