Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For women, retirement strategy is a long race. It’s helpful to know the route.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."