Roth vs Traditional 401k

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Roth vs Traditional 401k

Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.

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Moving Your 401(k) to Roth IRA Tax-Free

When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.

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Assessing Your Retirement Resources

Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.

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New Year’s Financial Checklist

The start of the new year is a great time to recommit yourself to achieving your financial goals.

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Are You Concerned You’ll Outlive Your Money?

Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.

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Use a DAF to Maximize Your Charitable Contributions

If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.

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How to Protect Yourself While Helping Others

Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.

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What To Do When Your Income Reaches 7 Figures

Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.

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Financial Planning for Veterans is Different

Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.

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Five Financial Tips For New Parents

As a new parent, you may have considered the cost of having a child and the related increase in your regular expenses. But you may not have considered updating your financial strategy and reprioritizing how you spend and save your income.