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What is Active Portfolio Management?

From our studios in Scottsdale, Arizona, this is Retirement News Online. When markets move quickly and headlines change daily, many people want to know how their advisor stays ...
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Stoic Wisdom For Retirement

Retirement is often framed as a financial milestone: how much you’ve saved, when you can claim Social Security, how your investments have performed. But anyone who has walked that ...
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Featured News Retirement US

3 ways to jump-start your retirement planning this year, according to financial experts

Key Takeaways In 2026, you can save more for retirement with higher 401(k) and IRA limits, but older workers earning more than $150,000 may need to make catch-up ...
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Annuities Featured Money Retirement Taxes US

3 big changes to your money that financial experts say to prepare for in 2026

Retirement contribution limits are going up The IRS announced that contributions to 401(k)s, 403(b)s, Thrift Savings Plans and governmental 457 plans can be maximized to $24,500, up from ...
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Featured News Retirement US

How Taxes Change After Retirement: What The OBBBA Means For Retirees

For many people, retirement is viewed as a time when taxes naturally decrease. While income often declines, the reality is that taxes after retirement can become more complex, ...
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Featured Income Retirement Social Security US

Social Security beneficiaries’ tax bills may change due to recent legislation. What to know

Social Security beneficiaries will soon receive statements showing how much of their total benefits received in 2025 may be subject to federal taxes. Changes enacted by Congress this year mean there’s more ...
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Featured Income Lifestyle Retirement Taxes

Health care costs are the wild card in year-end tax planning

As the year draws to a close, financial experts are quick to roll out familiar tax-saving advice. They urge taxpayers to time income and expenses, either accelerating deductions ...
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8 Retirement Savings Strategies for High-Income Earners

High-income earners can optimize their retirement savings by using strategies like maximizing contributions to retirement accounts, making backdoor Roth conversions and managing investments strategically. These approaches can provide ...
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Featured Money Retirement Taxes US

Here’s What Being in the 2% Club Means for Your Retirement

Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced planning, especially ...
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Are you 5 years out from retirement? Here are the 5 things you can do to avoid running out of cash in your golden years

Fri, November 14, 2025 at 7:00 AM MST 6 min read The final five years before you retire is when your financial journey transforms from a marathon into a ...
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