Retirement:
401(k)s

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9 Steps to Make the Most of Your 401(k)

Mar 26

By Matt Bell

Retirement-Plan Automation Raises Enrollment — But Also Questions IRA or 401(k)? You Might Be Able to Enjoy the Best of Both Keep More of Your IRA/401(k) Gains Through Smart Tax Planning The 401(k)-to-IRA Transfer — No Job Change Required (Once You’re 59½) When Your IRA or 401(k) Retirement Account Outlives You Upgrading in a Workplace Plan With Help From SMI’s Portfolio Tracker Thrift Savings Plan Participants May Have New Access to SMI Strategies