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401k Insights

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How to Report 401(k) and IRA Rollovers to the IRS

The key here is reporting the amount moved and the amount that's taxable. With direct rollovers, these are two dramatically different figures.

Young and Planning to Retire

When it comes to retirement, millennials are saving like mad. And most are starting well before their Baby Boomer predecessors did. Here are some key moves to start building your nest egg now.

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How Do You Compare?

It's a simple rule: spend 50% on essential expenses, save 15% for retirement, and save 5% for short-term needs. See how you measure up.

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