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The traditional 401(k) plan is the most popular qualified retirement plan in the United States. As of March 31, 2024, Americans held $7.8 trillion dollars in 401(k) plans (out of...
According to LongTermCare.gov, approximately 70% of Americans will need long-term care (LTC) at some point in their lives. This could mean in-home nursing help or an extended...
From a financial perspective, women have come a long way in recent years. They currently possess about $10 trillion of the country's wealth. What's more, it's estimated that...
If you're like most Americans, you don't have an estate plan (according to various sources, adults with estate plans range from 23% to 33% of the population). You may not even...
Occupational fraud isn't just a financial threat. It can potentially change a business's reputation, culture and relationships. But before dealing with any larger ramifications...
Unclaimed property in retirement plans can remain missing for many years. You may have left money when changing employers or retiring. Things get left behind or sometimes or you...
If you're financially successful or expect to become so, taxes are or will become one of your biggest expenses — and most people want to minimize their tax obligations. Roughly...
Shareholder disputes are common occurrences in today's complex business world. These disputes can often be divisive, long-lasting and expensive. They can arise in almost any...
Starting in 2024, employers can offer their nonhighly compensated employees the option to participate in emergency savings accounts that are linked to their company defined...
The general business credit (GBC) may help certain small businesses cut their federal income tax obligations significantly. This is an "umbrella" credit that encompasses various...