Have an Old 401(k)? Consider a Rollover IRA for the Funds

The average American will have about 12 jobs during their lifetime,1 which can lead to a collection of workplace retirement plans. 

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Annual Percentage Yield (APY): What It Is and How to Leverage It

You may have seen the term annual percentage yield (APY) when researching bank account options. This is the annual rate of return you can expect from an account. 

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How the SECURE Act 2.0 Changes the Required Minimum Distribution Rules

The SECURE Act 2.0 legislation, included in the $1.7 trillion appropriations bill passed late last year, builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. 

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Don’t Make These 5 Checking Account Mistakes

The right checking account should simplify everyday banking while keeping your funds secure and accessible. 

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