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457 Plan

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How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013

Money Matters – Save For Retirement Week: Over The Hill Bonus

Congress realized a couple of years back that most workers will not have enough retirement savings set aside for their golden years.

WBZ NewsRadio 1030–10/19/2011

Money Matters – Save For Retirement Week: Retirement Plan Limits

You may have a 401(k), a 403(b) which is for nonprofit organizations such as schools and hospitals, a 457 plan which covers state, county and city employees and there is a Thrift Savings Plan for federal employees.

WBZ NewsRadio 1030–10/18/2011

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Money Matters – Dumb Money Moves: Borrowing From Your Retirement Plan

Almost all 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan.

WBZ NewsRadio 1030–09/23/2011

Money Matters – The Other New Year: Cleaning Up Your Retirement Plans

How many IRAs do you have? How many retirement plans?

WBZ NewsRadio 1030–09/06/2011

Money Matters – Mid-Year Tax Planning: Retirement Plan Contributions

It’s midyear and this is a good time to review your retirement accounts.

WBZ NewsRadio 1030–07/27/2011

Money Matters – IRAs: Rollover IRAs

When we hear the word rollover, we think of a dog following a command to rollover, wanting a treat.

WBZ NewsRadio 1030–05/26/2011