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  1. UPDATE: What millennials need to know before hiring a financial adviser

    UPDATE: What millennials need to know before hiring a financial adviser

  2. Can the Bucket Retirement Portfolios Go on a Diet?

    Evaluating the pros and cons of various streamlining strategies.

  3. UPDATE: IRAs are better than ever for retirement savings

    UPDATE: IRAs are better than ever for retirement savings

  4. No 401(k) at work? Here are other tax-smart ways to save

    No 401(k) at work? Here are other tax-smart ways to save

  5. Converting to a Roth? Answer These 3 Questions First

    Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.

  6. UPDATE: What if you inherit Uncle Henry's IRA?

    UPDATE: What if you inherit Uncle Henry's IRA?

  7. Tax Bracketology: Understanding Marginal vs. Effective Rates

    And which one you should pay more attention to.

  8. UPDATE: Don't Let Obama proposals sidetrack your financial planning

    UPDATE: Don't Let Obama proposals sidetrack your financial planning

  9. When Should You Take Social Security?

    Age 62? 70? Financial need, longevity, and lifestyle all factored into these readers' decisions.

  10. Backdoor Roth IRA ? Avoid These 6 Mistakes

    These errors can jack up tax--and opportunity--costs.

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