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What the Iran war market turmoil means for those nearing retirement

Market shakiness may not concern long-term investors, but it could be a useful wake-up call for those on the precipice of retirement, experts say. Investors nearing the end ...
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I’m a Financial Adviser: This Is the Real Key to Enjoying Retirement With Confidence

A resilient retirement plan serves as a flexible framework to address your income, health care, taxes and investments. You should plan to review it regularly so it can ...
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Phased Retirement and Why It Matters for Your Retirement Planning

For decades the traditional idea of retirement was simple: work full time until a set age and then stop working altogether. But the world of work and savings is changing, ...
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Featured News Retirement Taxes US

10 Tax Breaks for People Over 50

If you’re 50 or older, you may be eligible for additional tax breaks related to your investments, income, property, charity gifts and living situation. Those over 50 can ...
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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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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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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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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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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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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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