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October 2024

Mental Accounting: Advantages and Disadvantages
Mental accounting is a psychological concept that describes how individuals categorize and treat money in different “mental accounts,” even though, in…
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Amit Bansal
Understanding the Inherited IRA
Inherited IRAs have been a vital part of estate and retirement planning, allowing beneficiaries to inherit tax-advantaged retirement accounts and manage…
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Amit Bansal
Understanding the Trends in Family Wealth Distribution from 1989 to 2022: Key Insights
Reference: https://www.cbo.gov/publication/60807
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Amit Bansal
Understanding Social Security Benefits: A Comprehensive Guide
Social Security is one of the most critical safety nets in the United States, providing financial assistance to millions of Americans.
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Amit Bansal
Understanding the 457 Plan
A Unique Retirement Option
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Amit Bansal
How Section 403(b) Plans Work
If you’re employed by a public school, a hospital, a nonprofit organization, or a religious institution, chances are you’ve heard about the benefits of…
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Amit Bansal
SIMPLE IRA vs. SIMPLE 401(k)
Choosing the Right Retirement Plan for Your Small Business
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Amit Bansal
Understanding SIMPLE IRA Plans for Small Businesses
A SIMPLE IRA (Savings Incentive Match Plan for Employees) is a cost-effective and easy-to-administer retirement plan specifically designed for small…
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Amit Bansal
Understanding Roth IRA Withdrawals
Breaking Down Qualified and Nonqualified Distributions
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Amit Bansal

September 2024

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