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Individual Retirement Accounts: What You Need to Know

Money Talk

I recently attended a Financial Planning Association (FPA) webinar about traditional and Roth IRAs presented by Ed Slott , a nationally recognized expert on IRAs and frequent presenter at conferences for financial advisors. Tax planning involves looking ahead and projecting future income and tax write-offs. There is no way out.

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 The 4 L’s of retirement income optimization are Longevity, Lifestyle, Legacy, and Liquidity.

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Can Farmers Ever Afford to Retire?

Money Talk

One of my Money Talk clients is my long-time employer, Rutgers Cooperative Extension. In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. My segment of their six-week class series was called Can Farmers Ever Afford to Retire? health insurance).

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Retirement and Taxes: "To" and "Through" Planning

Money Talk

If you picture retirement planning and taxes as a Venn Diagram, there is lots of overlap between these two areas of personal finance. This is true both during one’s working years (when taxpayers are saving for retirement) and later, when people are older and withdrawing taxable income from tax-deferred accounts.

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Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors

McDermott Will & Emery Employee Benefits

Provisions of the […] The post Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors appeared first on EMPLOYEE BENEFITS BLOG. If you employ part-time workers and/or engage independent contractors, sit up and take note: 2024 brings significant changes to how you must manage your workforce.

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Miscellaneous Nuggets From Conferences Past

Money Talk

Methods include webinars, podcasts, blogs, television and radio shows, print media, websites, and more. Health Savings Accounts - One study found that the tax savings on many employees’ contributions to a health savings account (HSA) increases wealth by more than an employer match on the same employees’ 401(k) contributions.

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Employee financial wellness: Why it matters in the workplace

Insperity

So, what can employers do to address these mostly external factors that can impact employee wellbeing? Financial health is a significant concern in the relationship between employers and employees. It is your responsibility as an employer to proactively address employee wellbeing. This is what a culture of wellness is all about.

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