4th Quarter 2011

The new year is a great time to simplify your finances, stretch your savings, and start getting ready for tax time. Here’s how to get started [...continued]

Taxes will be a key consideration when deciding which accounts to withdraw assets from first when you retire. Find out about how withdrawals from each type of retirement account are taxed...

Find out about a fund lineup change, new mobile myAccount feature, a scholarship fund, and resources available at the Retirement Week website. Learn more about these programs and resources...

Check your files for important papers that can help you take advantage of frequently overlooked tax deductions. Find out how to make the most of three valuable tax breaks...

Many factors influence whether investors meet their retirement goals, including the age when they start saving, their saving rate, investment allocation and investment performance. Find out how changes to these factors can affect your retirement savings...

Refinancing your mortgage can lower your monthly payments — sometimes by hundreds of dollars — to free up cash for other expenses. Even if you refinanced within the past couple of years, rates may have fallen enough since then to rethink your options. The following moves can help you get a good deal if you decide to refinance...

Here’s a sweet way to get some extra cash: See if the government owes you money. State treasuries hold billions of dollars in unclaimed property. Here’s how to find out whether any of it is yours...

It's important to match your investment strategy to the time horizon of your future cash needs. Learn why investment time horizon is an important component of your investment decisions...

The 457 contribution limits have been increased for the first time in two years. Learn about the steps to take to boost your 457 plan contributions...