With the convenience of payroll deductions and employer matching contributions, workplace retirement plans such as 401(k)s and similar plans have proven to be the most effective way to promote retirement savings. However, millions of U.S. workers are not offered a plan by their employers.

With the convenience of payroll deductions and employer matching contributions, workplace retirement plans such as 401(k)s and similar plans have proven to be the most effective way to promote retirement savings. However, millions of U.S. workers are not offered a plan by their employers.

Twice a month, host Al Waller discusses a specific topic with experts including Catherine Collinson, founding president of nonprofit Transamerica Institute® and head of Transamerica Center for Retirement Studies®, and Mihaela Vincze, public health professional.

Twice a month, host Al Waller discusses a specific topic with experts including Catherine Collinson, founding president of nonprofit Transamerica Institute® and head of Transamerica Center for Retirement Studies®, and Mihaela Vincze, public health professional.

ClearPath - Your Roadmap to Health and Wealth

ClearPath - Your Roadmap for Life

People have the potential to live longer than ever before. To help listeners realize this gift of extra time, ClearPath – Your Roadmap for Life℠ explores a broad range of issues and shares practical tips related to health and wellness, employment, financial literacy, and retirement. Twice a month, host Al Waller discusses a specific topic with experts including Catherine Collinson, founding president of nonprofit Transamerica Institute® and head of Transamerica Center for Retirement Studies®, and Mihaela Vincze, public health professional of Transamerica Institute.

ClearPath – Your Roadmap for Life Along our journey to health and wealth, we've started covering a broader range of topics, so we are changing our podcast's name accordingly.

People have the potential to live longer than ever before. To help listeners realize this gift of extra time, ClearPath – Your Roadmap for Life℠ explores a broad range of issues and shares practical tips related to health and wellness, employment, financial literacy, and retirement. Twice a month, host Al Waller discusses a specific topic with experts including Catherine Collinson, founding president of nonprofit Transamerica Institute® and head of Transamerica Center for Retirement Studies®, and Mihaela Vincze, public health professional of Transamerica Institute.
ClearPath – Your Roadmap for Life Along our journey to health and wealth, we've started covering a broader range of topics, so we are changing our podcast's name accordingly.

Saving for Retirement if You Don’t Have a 401(k)

The Saver's Credit, also called the IRS' Credit for Qualified Retirement Savings Contributions, is a tax credit that pays to save for retirement. This tax credit is in addition to the tax deduction and tax-deferred growth available to retirement savers. However, many people may be missing out on the Saver's Credit simply due to a lack of awareness. A recent survey by nonprofit Transamerica Center for Retirement Studies found that just half of U.S. workers are aware of it.

On this podcast episode, Al and Catherine discuss the Saver's Credit including who can benefit from it and how to go about claiming it on your tax return.

The Saver's Credit, also called the IRS' Credit for Qualified Retirement Savings Contributions, is a tax credit that pays to save for retirement. This tax credit is in addition to the tax deduction and tax-deferred growth available to retirement savers. However, many people may be missing out on the Saver's Credit simply due to a lack of awareness. A recent survey by nonprofit Transamerica Center for Retirement Studies found that just half of U.S. workers are aware of it.
On this podcast episode, Al and Catherine discuss the Saver's Credit including who can benefit from it and how to go about claiming it on your tax return.

A Tax Credit for Retirement Savers

Amid population aging and the high cost of care, tens of millions of Americans are serving as caregivers for family members and loved ones. While these caregiving services are truly invaluable, they are often performed without a paycheck and they put significant strain on the caregiver. On this episode, Al and Catherine discuss five coping strategies that can help caregivers manage their responsibilities and, hopefully, ease their burden.

Amid population aging and the high cost of care, tens of millions of Americans are serving as caregivers for family members and loved ones. While these caregiving services are truly invaluable, they are often performed without a paycheck and they put significant strain on the caregiver. On this episode, Al and Catherine discuss five coping strategies that can help caregivers manage their responsibilities and, hopefully, ease their burden.

5 Coping Strategies for Caregivers

What is Medicare and what is the Medicare alphabet? When do I become eligible? How should I enroll? Medicare has a lot of options, nuances, and complexities. On this episode, Al Waller and Catherine Collinson explain the basics of Medicare – what it is, why it’s important, how to enroll, and where to turn to if you have any questions. Whether you’re currently eligible for Medicare, soon to be eligible, or helping a loved one who is eligible, it’s important to have a solid understanding of the basics.

What is Medicare and what is the Medicare alphabet? When do I become eligible? How should I enroll? Medicare has a lot of options, nuances, and complexities. On this episode, Al Waller and Catherine Collinson explain the basics of Medicare – what it is, why it’s important, how to enroll, and where to turn to if you have any questions. Whether you’re currently eligible for Medicare, soon to be eligible, or helping a loved one who is eligible, it’s important to have a solid understanding of the basics.

Saving for Retirement if You Don’t Have a 401(k)

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