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The Trump administration is rolling out the new “Trump Accounts” that will aim to provide children with a jump start on savings and investment that could grow into a substantial nest egg by the time they reach adulthood. Trump accounts are tax-advantaged savings accounts that the administration created through the…

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One of the keys to positive aging in post-retirement life is staying relevant and engaged. When we were working for organizations, professional development was an expectation. If we had technology issues, there was usually and IT department. Since I left my tenured college position and started my consulting practice, I…

The regular rollover process is well-known: electing to move funds from an employer 401(k) to an IRA after changing jobs. But the reverse rollover is far less common. As the name implies, a reverse rollover is the opposite of this. It involves moving money from an IRA into an employer-sponsored…

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