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CEOs Get to Retire Comfortably. Workers Like Me Deserve the Same.

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CEOs Get to Retire Comfortably. Workers Like Me Deserve the Same.

By Cynthia Murray May 22, 2023 I’ll be turning 67 soon. I’d love to be able to retire on my birthday. I’d celebrate by spending the afternoon at the mall with my daughter and then start planning little trips to visit relatives. But even after 22 years of working for Walmart, our nation’s largest employer, […]

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Many Pandemic Retirees Weren’t Ready. How to Cope if You’re One of Them.

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Many Pandemic Retirees Weren’t Ready. How to Cope if You’re One of Them.

A significant portion of workers who left their jobs since the coronavirus began surging were financially unprepared, research shows.

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The Best Places to Retire Abroad

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The Best Places to Retire Abroad
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House Your Retirement With Self-Directed Real Estate IRAs

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House Your Retirement With Self-Directed Real Estate IRAs
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Forget Pot, Crypto, and SPACs. Why Pros Say Retirement Savers Should Avoid Fads

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Forget Pot, Crypto, and SPACs. Why Pros Say Retirement Savers Should Avoid Fads
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Pandemic caused many boomers to retire. What that means for the economy — and everyone else

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Pandemic caused many boomers to retire. What that means for the economy — and everyone else

Older workers offset a labor shortage of younger workers. Their exit threatens economic growth, productivity and public finances.

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More Nonretired Americans Expect Comfortable Retirement

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Nonretired Americans’ expectations that they will live comfortably in retirement have risen to a 15-year high of 57%.

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Employees Not Using HSAs to Invest for Retirement Is a Problem

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Health savings accounts (HSAs) can make a substantial difference in employees’ ability to fund expenses in retirement. Benefit managers can educate employees on the reasons to consider using health savings accounts (HSAs) not just for current medical spending, but for long-term savings and investing.

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Why Working Till Whenever Is a Risky Retirement Strategy

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You’re saving for the day when you’re no longer a full-time worker, but there’s a strong chance that day could come earlier than you expect.

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IRS Cracks Open Determination Letter Program for Retirement Plans

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Beginning Sept. 1, 2019, retirement plan sponsors can ask the IRS determination letter program to review the qualifications of hybrid cash-balance plans and certain merged plans. This opportunity will last 12 months for hybrid plans and is ongoing for merged plans.

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