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March 3, 2022
Retirement Meditation #9: Should I leave the 401(k) or move it to my new employer?
A 2019 Bureau of Labor Statistics (BLS) study reported that Americans held an average of 12 jobs throughout their working years. Whether or not you are a part…
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February 24, 2022
Retirement Meditation #8: What’s the fuss with employee after-tax contributions?
I can only imagine how many phone calls retirement advisors received in July 2021 about employee after-tax contributions. On July 9, the Wall Street Journal…
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February 17, 2022
Retirement Meditation #7: Should I convert pre-tax money into Roth?
Following last week’s Retirement Meditation, one of my LinkedIn connections requested I address converting pre-tax money into Roth. The short answer to this…
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February 9, 2022
Retirement Meditation #6: Should I make deferral contributions to capture the whole employer match?
After graduating from college, I joined the U.S. Department of Labor, EBSA (when it was PWBA).  The government had just made the switch from the Civil…
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February 3, 2022
Retirement Meditation #5: Should I make pre-tax or Roth contributions to my 401(k) plan?
Years ago, I listened to a retirement plan participant summarize a retirement educator’s lengthy explanation of the differences between pre-tax and Roth…
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January 29, 2022
Retirement Meditation #4: What is the right amount to save for retirement?
I’ve met a lot of people in my more than 35-year career in the retirement plan industry.  Many individuals have said to me, “I wish I had started saving…
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January 21, 2022
Retirement Meditation #3: What is Retirement?
Me: What is retirement?  My teenage child: That’s easy. It’s when you stop working. Me: Then why do I meet people every day who are working but say they are…
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January 13, 2022
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement…
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January 6, 2022
Retirement Meditation #1 - Can I get a do-over at retirement?
Author: Paul A. Carl, CHSA, CPFA™​Vice President, Retirement&nbsp…
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