Index

Numbers

10 years preceding retirement
converting IRAs to Roths
minimum withdrawals
tax savings
maximizing savings
asset allocation
balancing against college costs
finding money in the budget
needs versus luxury items
retiring later
tax planning
AMT
annuities
balancing tax-deferred accounts and taxable/tax-free accounts
50/50 pension benefit
60-day rollovers
72(t) IRA early withdrawals
401(a)s
401(k)s
60-day rollovers
beneficiaries
borrowing money against
loans
rebuilding the account
company stocks
contributions
employer contributions
employer setup
higher amounts
participation levels
vesting
while working
debit cards
defined
direct-transfer rollovers
early withdrawals
hardship withdrawals
investment ...

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