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As retirement planning gains increasing attention, the 401(k) savings rates in 2023 illustrate a positive trend. According to the latest report from the Plan Sponsor Council of America (PSCA), the average combined savings rate, which encompasses employee deferrals and employer contributions, rose to 12.7% from 12.1% the previous year. This uptick suggests a growing awareness
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In 2023, significant issues arose during the transition of student loan accounts from NelNet to Mohela, highlighting major lapses in consumer credit reporting integrity. Lawmakers, including prominent figures like Senator Elizabeth Warren (D-Mass.) and Senator Ron Wyden (D-Oregon), expressed deep concerns over the implications of this poorly executed transfer. Their recent correspondence with officials from
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As we approach 2025, individuals eager to enhance their retirement savings should not overlook the expanded contribution limits applicable to 401(k) plans. For the upcoming year, the limit for pre-tax contributions increases to $23,500, up from $23,000 in 2024. This incremental increase, while seemingly modest, represents a significant opportunity for potential growth in your retirement
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Since the U.S. elections in November, the cryptocurrency market has experienced an impressive rally. Bitcoin, for instance, has reached unprecedented levels, surpassing $107,000 recently. This surge has intrigued both investors and financial analysts, particularly in light of President-elect Donald Trump’s favorable stance on cryptocurrency policies. Despite this optimistic environment, a considerable number of financial advisors
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As discussions intensify around the Federal Reserve’s impending decision to reduce interest rates following a recently concluded two-day meeting, a notable shift in sentiment among American consumers is becoming evident. Following a challenging period characterized by relentless inflation, recent data from the New York Federal Reserve indicates that consumers are starting to view their financial
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In a significant political move last month, Congress demonstrated rare bipartisan cooperation with the passage of the Social Security Fairness Act in the House of Representatives. This legislation aims to amend existing Social Security regulations that disproportionately affect around 2.8 million public pension recipients. The bill, which sailed through the House with a 327 to
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As we move toward 2025, tax uncertainty looms over the financial landscape, especially with Congress gearing up to discuss the economic initiatives put forth by current presidential leadership. The lessons drawn from the 2017 Tax Cuts and Jobs Act (TCJA), spearheaded by then-President Donald Trump, may provide crucial insights for investors as they navigate this
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Roth individual retirement accounts (IRAs) offer a unique approach to retirement savings, particularly through the strategy of conversions from traditional IRAs. This financial maneuver allows individuals to transfer pretax or nondeductible funds into a Roth IRA, enabling tax-free growth while providing a way to diversify tax exposure in retirement. However, such conversions necessitate careful consideration
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