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Category Archives: Retirement

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Mar32014

Q&A Time: Drama at Pimco, Verizon, Vodafone and More

Investment Selection, RetirementBy Henssler FinancialMarch 3, 2014

The “Money Talks” hosts answer listeners’ questions on Pimco Funds, Roth 401(k) rollovers and Verizon and Vodafone’s recent transactions.

Mar32014

Roth IRA Conversion for Seniors

RetirementBy Henssler FinancialMarch 3, 2014

If you don’t need your IRA for living expenses, should you convert it to a Roth so that it will pass to your heirs?

Feb242014

Credit Inquiry from the Social Security Administration

RetirementBy Henssler FinancialFebruary 24, 2014

The “Money Talks” hosts address a listener questions on why the Social Security Administration is pulling your credit report.

Feb32014

What You Need to Know about myRAs

Blog, RetirementBy Henssler FinancialFebruary 3, 2014

In 2015, you should be able to save for your retirement through #myRA via payroll deduction. Learn more in this Financial Tip.

Jan272014

Q&A Time: REITs, Ternium, S.A., Atrion, Church & Dwight, Co. and FMC Corp.

Investment Selection, RetirementBy Henssler FinancialJanuary 27, 2014

The “Money Talks” hosts answer listeners’ questions on steel production, medical device companies and more.

Jan212014

2014 IRA Contributions

Blog, Retirement, TaxBy Henssler FinancialJanuary 21, 2014

It’s a new year, so it’s time to plan your 2014 IRA contribution. Learn this year’s phase-out limits in this week’s Financial Tip.

Dec232013

Q&A Time: Vulcan Materials, Wealth Distribution, and Separately Managed vs. Unified Managed Investment Accounts

Investment Selection, RetirementBy Henssler FinancialDecember 23, 2013

The “Money Talks” hosts discuss listener’s questions on Vulcan Materials, Wealth Distribution and separately managed and unified managed accounts.

Dec172013

Should You Roll Your 401(k) to an IRA?

Blog, RetirementBy Henssler FinancialDecember 17, 2013

Investment selection is just one of the many aspects to consider when deciding to roll a 401(k) to an IRA. Read more in this Financial Tip.

Dec132013

Plan Sponsor Council of America Releases Annual Survey Results

Blog, RetirementBy Henssler FinancialDecember 13, 2013

Only 23.8% of eligible participants took advantage of the catch-up contribution feature in their 401(k) plan. Learn more in our Business Tip.

Dec92013

Q&A Time: RMDs, Target Maturity Bond ETFs and 401(k) Questions

Investment Selection, RetirementBy Henssler FinancialDecember 9, 2013

The “Money Talks” hosts address listener questions timing mandatory IRA withdrawals, target maturity bond ETFs and auto enrollment in a 401(k) plan.

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