Should You ONLY Save in Your 401k?

Should You ONLY Save in Your 401k?

The 401k is a great way to save money for your retirement. The tax advantages and ease of payroll deductions make it a no brainer. But what happens if you want to retire early? Or you want to remain under certain income thresholds in retirement? Should you put all...

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2 Tips for Long-Term Investors

2 Tips for Long-Term Investors

2 Tips for Long-Term Investors We've all heard about how long-term investors can expect to earn 5, 6, 7, 8% per year. But why do a lot investors not actually earn those returns? In this week's video, Casey talks about a study from Morningstar that has repeatedly shown...

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New Jersey Exit Tax

New Jersey Exit Tax

New Jersey Exit Tax - Video #385 Here are the key takeaways: - The New Jersey exit tax is not actually a tax for many people, but rather an estimated tax payment - It was introduced in 2004 by Governor Jim McGreevey to prevent people from avoiding capital gains taxes...

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IRA: Need a Default Investment Option?

IRA: Need a Default Investment Option?

IRA: Need a Default Investment Option? Key takeaways: - Workplace plans like 401ks have the advantage of automatic paycheck deductions and investments, which facilitates dollar cost averaging - 28% of IRA rollovers stayed in cash for the first twelve months, which is...

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Guaranteed Income in Retirement

Guaranteed Income in Retirement

According to a recent BlackRock survey, 99% of people think that having guaranteed income in retirement would help them financially. And we agree! Knowing that you have a guaranteed income source for life can be a huge benefit to retirees. But folks should know what...

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