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Have You Planned How You’ll Spend Your Time Once Retired?

March 4, 2024
Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a big, nonfinancial planning element that...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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Make the Most of Your Retirement Plan Contributions

January 25, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Long-Term Capital Gains Tax Strategies

January 13, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Reality vs. Perception: People Retire Earlier Than Planned

January 3, 2024
Read time: 5 minutes Americans’ perception of the age at which they plan to retire often differs from...
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High Earner? Consider a Backdoor Roth or Mega-Backdoor Roth

October 5, 2023
Read time: 5 minutes The IRS places income limits on who can contribute to a Roth IRA. As...
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The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules

September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
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How to Get the Maximum Social Security Benefit

How to Get the Maximum Social Security Benefit

June 2, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
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5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

5 Factors to Consider When Determining Your Retirement Account Withdrawal Rate

March 2, 2023
As you plan for retirement or if you’re already retired, how much you’ll withdraw from retirement accounts for reliable...
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Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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