Savings Basics
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Relief for Certain RMDs from Inherited Retirement Accounts for 2024
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made
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What Stubborn Inflation Could Mean for the U.S. Economy
On April 10, 2024, the U.S. Bureau of Labor Statistics released the Consumer Price Index (CPI) for March, and the increase in CPI — the most commonly cited measure of inflation
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529 College Savings Plans
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education […]
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How Would You Pay for Long-Term Care?
According to the U.S. Department of Health and Human Services, seven out of 10 people age 65 and over will need some type of long-term care.
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Is Tip Fatigue Wearing You Out?
Traditionally, tipping has been a way to reward workers for providing good service. But the norms around tipping are changing, and if you’ve recently felt more pressure to tip, you’re not alone.
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