Hi, I was thinking about this scenario recently: December 31st, 2035, I turn 70; December 31st, 2036 I’ll be 71. I will always take my RMD before Midnight, December 31st of each year once I begin taking them. To calculate RMDs from my and my wife’s IRAs (excluding Roth IRA) and my 401K, is the…

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Andrew plan to retire in 40 years. He is thinking of investing his retirement funds in stocks, so he seek out information on past returns. He learns that over the 101 years from 1900 to 2000, the real (that is, adjusted for inflation) returns on U.S. common stocks had mean 8.7% ans standard deviation 20.2%.…

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I have a 401k with Nordstrom. I was employed there over the summer. Now they told me I have 30 days to do something with my funds it or I would receive a distribution of the funds (I think). The reason they are doing this is because the amount is so little, it’s $175. So…

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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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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 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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