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Glenn Dahlke's Articles in Personal Finance

  • Don't Rollover That 401(k) Just Yet
    With the onslaught of impending baby boomer retirements, advice regarding distributions from employer-sponsored retirement plans abound. While it is generally good advice to roll-over qualified employer retirement plan assets to an IRA, that may not be good advise for anyone whose 401(k) plan contains employer stock with "net unrealized appreciation (NUA)."
  • Financial Planning: Four Building Blocks to Pay Yourself First
    I recently read a financial advice column that began with the premise that putting money away for retirement was extremely difficult because "its hard to part" with money for a future need.What's wrong with this picture?Money saved for retirement is not separated from you as the writer suggests. It's still your money. If you want to part with your hard earned income, I suggest you visit a casino. You'll quickly realize the difference between putting dollars in a slot machine and a retirement plan.

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