08 Jan Understanding year-end statements

Posted at 10:52h in Ask NJMoneyHelp, Retirement

It's important to understand how investments are performing. ...

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07 Jan It’s costly to forget your RMD

Posted at 11:16h in Ask NJMoneyHelp, Retirement

The penalties are high if you don't take your required minimum distribution from your IRA. ...

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06 Jan U.S. mutual funds and overseas exposure

Posted at 11:48h in Ask NJMoneyHelp, Retirement

Your U.S. mutual fund probably has lots of international exposure. ...

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05 Jan Social Security: The odds are in your favor

Posted at 11:36h in Ask NJMoneyHelp, Retirement

Strategies to maximize Social Security without file and suspend. ...

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04 Jan Start a retirement fund for grandkids

Posted at 12:23h in Ask NJMoneyHelp, Estate Planning, Retirement

How to start a retirement fund for your grandkids. ...

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29 Dec Active management vs. index investing

Posted at 12:40h in Ask NJMoneyHelp, Retirement

Can active fund managers beat the passive investing of index funds? ...

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23 Dec Expand savings with a Roth or traditional IRA

Posted at 12:31h in Ask NJMoneyHelp, Retirement

Choosing an IRA is smart, but choosing the right kind can be complicated. ...

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22 Dec What is a stock buyback?

Posted at 11:17h in Ask NJMoneyHelp, Retirement

Why companies purchase their own shares and what it means to investors....

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21 Dec Surrender costs and other annuity fees

Posted at 12:22h in Ask NJMoneyHelp, Insurance, Retirement

Before you buy an annuity, make sure you understand all the underlying fees. ...

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17 Dec Higher interest rates: the good and bad

Posted at 11:39h in Ask NJMoneyHelp, Credit, Retirement

There are positives and negatives to higher interest rates. ...

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