Key Elements of a Solid Retirement Plan | Financial Tips These Experts Wish They Knew a Long Time Ago | Mutual Funds Are Converting to ETFs, Saving Investors and More
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[] [Key Elements of a Solid Retirement Plan](
[Key Elements of a Solid Retirement Plan]( (Getty Images)
A good plan isn’t just about the size of your nest egg. It’s also about managing [these three things](, writes retirement income expert Scott Noble. [] Personal Finance
[] [Financial Tips These Experts Wish They Knew a Long Time Ago](
[Financial Tips These Experts Wish They Knew a Long Time Ago]( (Getty Images)
Good financial advice at the right time can be critical to how well you succeed with money. The financial experts of the Kiplinger Advisor Collective discuss [the one piece of financial advice]( they each wish someone had given them a long time ago and why. [A better way to invest](
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[] [Mutual Funds Are Converting to ETFs, Saving Investors and More](
[Mutual Funds Are Converting to ETFs, Saving Investors and More]( (Getty Images)
Although a few dozen funds make up a tiny fraction of more than 8,700 mutual funds currently operating in the U.S., more exchange-traded fund conversions are coming. At least 16 funds, accounting for billions of dollars in assets, have already announced plans to convert in the next few months. What does this mean for investors? [Find out here](. [] Kiplinger Tax Letter
[] [Two Five-Year Rules for Roth IRAs](
[Two Five-Year Rules for Roth IRAs]( (Getty Images)
Roth IRAs are good retirement savings options. Although you can't deduct contributions to a Roth IRA, the money inside the account grows tax-free. But [be sure you know the five-year rules](. Failing to comply with the rules can result in a surprise federal tax bill. [Are You Maximizing Your Portfolio?](
An advisor can help you determine if you are making the most out of your portfolio so you can make the most of your retirement. Take this short quiz to get matched with up to 3 vetted financial advisors serving your area. It's never too late to work towards financial freedom. Get started today. [LEARN MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Personal Finance Magazine
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[] [QR Code Scams: What to Know Before You Scan That Little Box](
Scammers are using these ubiquitous codes to steal your information, according to a new report. [Read More]( [] Banking
[] [How to Find the Best Jumbo CD Rates](
Depending on how much cash you're looking to invest, you could be eligible to open a jumbo CD account. A jumbo CD account is practically the same as a regular CD account, with one main difference â it requires a higher minimum deposit to open. Bigger deposits tend to command a higher APY. We can point you to jumbo CDs. [Read More]( [Are You on Track for Retirement?](
Vanguard Advisors can help you think through your retirement income and budget and balancing your expectations for growth with a disciplined approach to risk. [Link: There's never been a more perfect time to get started]. [LEARN MORE](
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