Now that we’ve celebrated our Independence Day, you may want to consider another form of independence: financial. Financial independence is about having the freedom to work or not work as you choose because you’re no longer dependent on income from working. If it’s something you aspire to, here are some steps you can take: 1.…

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GETTY Many people try the wrong route to building their retirement wealth, or rebuilding it after a market decline. The wrong way is to look at only a small part of the financial picture instead of the whole picture. Looking at the whole picture can lead you to faster, easier ways to increase retirement security.…

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Is borrowing from my 401(k) considered a loan because of Coronavirus?  Gregory explains the rules and waving of fees for borrowing from a 401(k) or IRA for financial relief due to Covid19. 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…

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What are the new RMD rules for 2020? Let’s go over the quick changes for required minimum distributions for 2020 in the video below. 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 need…

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The IRS expanded the number of taxpayers who qualify to tap into their retirement plans using the generous provisions of the CARES Act. The IRS also answered questions about details of distributions and loans under the CARES Act that have been asked by employers, employees, and plan administrators. The Coronavirus Aid, Relief, and Economic Security…

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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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As the “easy money” era runs its course, money management doesn’t have to be difficult. A look at what’s next. From low rates to where? There was a time when retirement planning was straightforward. It went something like this: invest some money in stocks for growth, and buy bonds with the rest. After all, bond prices…

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“The main thing you can do to plan for your retirement is to save.” PointImages / Shutterstock Retirement may seem like an abstract, far-off goal (unless you’re already independently wealthy or a 401(k) ninja, in which case—respect). But you’ll never drink mai tais on the beach in your seventies unless you start saving money now.…

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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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