If your financial situation hits a rough spot, there are a number of things you can do to get your retirement plan moving in the right direction again once you get back on your feet. by: Diane Davis Does it feel like the coronavirus pandemic has pushed all your retirement plans by the wayside? If you…

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How will I be taxed on my retirement income? Gregory discusses taxes pre and post-retirement and what that means for this Winning at Life listener. If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to Help Have questions about this week’s content, or…

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What should I do with an old 401(k)? Winning at Life listener calls the show to ask Gregory what his wife should do with her 401(k) as she has lost her job. If you have more questions about your old 401(k), we can help! Check out the 401(k) Q&A Webinar to discover what to do if you’re not…

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Take these steps to protect against unpleasant surprises now and in retirement. Over the past few months, a lot of people’s financial goals have shifted. Rather than thinking about their futures, many are worried about how they’re going to make ends meet each month. And rather than filling up their 401(k)s, some are tapping them…

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Getty GETTY Do you have a traditional IRA that will produce ordinary income on distributions?  Would you like to possibly mitigate income taxes on those distributions for yourself as well as your heirs? Financial markets have declined over recent weeks, as investors digested evidence of a steep downturn among the world’s largest economies. The COVID-19…

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