Strategies for saving at every age. The road to $1 million starts early, but there’s hope, and help, for late bloomers. Choose your age category below to see how much you need to save each month to accumulate $1 million by age 65. You’ll also find strategies to fit retirement saving into the rest of…

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The office at JAG is closed for now, but I plan on making an appointment asap. So, I was hoping for the best info I could get before I consult an attorney. Husband is Army E-4 with 7.5 years in, no articles 15’s. DC BAH is around $1790. Been married the last 4.5 years of…

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1.Which of the following forms is used to report the amount of distributions from pension and retirement plans? 2.Under the federal income tax withholding law, income taxes are not withheld from the value of meals that employers furnish workers on the employers’ premises for the employers’ convenience. 1) The first, if it is a 1099.…

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With Fidelity: As a Customer Support Services Associate, you will be part of a highly structured, fast paced team oriented environment and will be focused on accurately communicating plan specific information in response to customer inquires and requests, provide investment choices, and distribution options. In addition, you will provide guidance and educate our customers on…

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The newest ‘buzzword’ to hit the world of real estate investment is: Real Estate Investment Notes. Now, property notes themselves aren’t new, in fact they have been around almost as long as realty itself. But, the ‘awareness’ of them as "viable investment vehicles" is a new trend that is a direct result of recent "cooling"…

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GRAND RAPIDS, MI – There’s a growing trend with U.S. workers who change jobs – they’re cashing out their retirement accounts. A recent survey of 401(k) participants, done by Hewitt and Associates, shows that about half of employees that leave their jobs choose to cash out their 401(k) plans instead of rolling them over. This…

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The July spotlight on employee benefits discusses Wal-Marts recent decision to support President Obamas health insurance mandate; looks at a recent study showing ways to raise employee morale without paying a fortune; and details a study of the effects of lump-sum distributions from an employment-based retirement plan. Duration : 0:3:55

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