CCR Insights

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Protecting Your Financial Information Online

By CCR WM | February 3, 2023

While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.

Protecting Yourself from Identity Theft

Protecting Yourself From Identity Theft

By CCR WM | January 31, 2023

Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.

Roth vs Traditional 401k

Roth vs Traditional 401k

By CCR WM | January 30, 2023

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

Millennials and Retirement: How Do You Stack Up?

By CCR WM | January 27, 2023

If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.

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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.

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