401(k) Options Overview
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Why Long-Term Investing Works
Long-term investing continues to be one of the most reliable ways to build wealth, especially when market volatility makes the future feel uncertain. Short-term swings may be uncomfortable, but...
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Should I open and fund a 530A account (Trump Account) for my child(ren)?
A 530A account (often called a “Trump Account”) is a new tax-advantagedinvestment account for children under age 18 that begins rolling out in 2026, withcontributions expected to start around July...
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Annuities and Your Retirement: What the Salesperson Isn't Telling You
An annuity is a contract you purchase from an insurance company, typically in exchange for a lump sum of money, that promises to pay you a stream of income for a set period or for the rest of your...
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Catch-Up Contributions for 2026
Starting in 2026, retirement catch-up contribution rules change under the SECURE 2.0 law. Individuals age 50+ can contribute an extra $8,000 to retirement plans, while those ages 60–63 can make a...
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What Is an ABLE Account? ABLE Account Rules in Michigan
An ABLE account is a tax-advantaged savings and investment account for individuals with disabilities that allows them to save money without losing eligibility for benefits like SSI or Medicaid. In...
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