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

By CCR WM | January 26, 2023

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.

Assessing Your Retirement Resources

By CCR WM | January 20, 2023

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.

January 2023 Market Outlook

By John Maher, CFA | January 13, 2023

While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.

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New Year’s Financial Checklist

By CCR WM | January 12, 2023

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?

By CCR WM | January 6, 2023

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

By CCR WM | December 23, 2022

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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