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You may be overlooking an important point about target date funds

Target date funds have become the most popular 401(k) investments. But differences in stock and bond allocations mean they might not be right for everyone.

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What Is a Backdoor Roth IRA?

How to do a backdoor Roth IRA conversion, plus what is a mega backdoor Roth IRA and is the backdoor Roth going away? These strategy is a way for high-income earners to take advantage of the tax benefits of the Roth IRA.

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Why a Healthcare Bucket for Your Retirement Portfolio Makes Sense

A 65-year-old retiring this year can expect to spend an average of $157,500 toward healthcare expenses throughout retirement, Fidelity estimates.

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7 Steps to Estimating Your In-Retirement Cash-Flow Needs

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

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A Retirement Readiness Checklist

Evaluating your retirement plan can be more manageable if you break it into smaller steps.

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