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No-Strings-Attached Roth 401(k) Conversion Is Good Deal—for Select Few

January 4, 2013
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Until now, to make such a distribution without incurring a 10 percent penalty, workers must either have been retiring, terminating their job with their employer or turning 59½. But under the new law, employees can move their traditional 401(k) to a Roth version of the account without those events and without the penalty.
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Clients Kind of Blue Over IBM's 401(k) Surprise

December 11, 2012
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Starting next year, Big Blue's match will be contributed as a lump sum on Dec. 31.
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Pension Envy for Employees Not On the Government's Dime

December 7, 2012
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A recent analysis by Hearts & Wallets of individuals who are near or in retirement showed that those with a public pension are happier in retirement and have higher income than those who don't have a defined-benefit plan.
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New Research Shows Retirees Are Bailing on 401(k)s Earlier

October 30, 2012
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The data suggest that more retirees are taking their money and bailing from their plan even sooner after they stop working than used to be the case.
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Employer-Sponsored Health Benefits for Retirees Dying Out

October 24, 2012
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Data from the Employee Benefits Research Institute showed that in 1997, 10.2 percent of private-sector employers provided health insurance to Medicare-eligible retirees and that 11.3 percent provided such coverage to early retirees. As of last year, those numbers fell to 6.1 percent and 6.7 percent respectively.
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Health of Long-Term-Care Business Questionable: Report

September 19, 2012
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The field of long-term-care insurance providers is shrinking as companies exit the business or limit their sales. Of the 15 companies that generated the most statutory earned premiums for long term care insurance in 2010, five either no longer sell the product or have curbed sales.
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Working Longer No Lock for Comfortable Retirement

August 30, 2012
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In the past, most workers figured they'd be able to retire at the age of 65. But following 2008's financial crisis, the idea of working a few more years to recoup lost savings became commonplace.
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Women Facing 'Retirement Income Glass Ceiling'

July 31, 2012
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Savings totals are being crimped by lower wages and the time they've spent outside the workforce.
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