Financial Planning Articles from Indexopedia

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What are Backdoor Roth IRAs?

A Roth IRA is a tax-advantaged savings tool that enables people to save and invest after-tax dollars in a retirement account. They can be attractive because savers enjoy tax-free withdrawals during retirement. However, unlike traditional IRAs, Roth IRAs have income limits. All hope isn’t lost for high earners who want to use this retirement savings vehicle thanks to backdoor Roth...
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Costs and Benefits of rolling a 529 Plan to a Roth IRA

 Financial Planning,
 Personal Finance,
 Tax,
August 6, 2024
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When should I start taking Social Security?

 Financial Planning,
 Personal Finance,
 Top Personal Finance FAQs,
July 24, 2024
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The 4% Rule and Why Going Lower is Ideal

 Financial Planning,
 Personal Finance,
July 11, 2024
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What Are the Principles of F.I.R.E (Financial Independence Retire Early)?

 Financial Planning,
 Index Investing,
 Personal Finance,
June 25, 2024
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Beginner Investment Mistakes to Avoid

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investor Mistakes,
June 24, 2024
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What Are Restricted Stock Units?

 Financial Planning,
 Index Investing,
 Personal Finance,
May 14, 2024
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How Employee Equity Works

 Financial Planning,
 Index Investing,
 Personal Finance,
May 14, 2024
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How to Start Saving for Retirement

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
May 14, 2024
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Beginning Steps to Retirement Planning

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
May 14, 2024
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In-Kind Distribution

 Financial Planning,
 Personal Finance,
March 28, 2024
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What is a Cash-Out Refinance?

 Financial Planning,
 Personal Finance,
January 30, 2024
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What is Coinsurance?

 Financial Planning,
 Personal Finance,
January 30, 2024
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What is Medicare?

 Financial Planning,
 Personal Finance,
January 24, 2024
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How do Student Loans Work?

 Financial Planning,
 Personal Finance,
January 18, 2024
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What is Disability Insurance?

 Financial Planning,
 Personal Finance,
January 9, 2024
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What is Default Risk?

 Financial Planning,
 Fixed Income,
 How Bonds Work,
 Markets,
January 9, 2024
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Monte Carlo

 Economics,
 Financial Planning,
 Investment Principles,
 Personal Finance,
November 3, 2023
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HSA

 Financial Planning,
 Personal Finance,
November 3, 2023
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What is Dollar Cost Averaging?

 Financial Planning,
 Investment Principles,
 Personal Finance,
 Top Investment Principles FAQs,
November 3, 2023
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Assumable Loans

 Financial Planning,
 Personal Finance,
November 2, 2023
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Annuities

 Financial Planning,
 Personal Finance,
November 2, 2023
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AD&D vs. Life Insurance

 Financial Planning,
 Personal Finance,
October 24, 2023