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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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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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Featured Money Retirement Taxes US News

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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Are Roth Conversions a Good Idea Now?

We have another Retirement News Online video, and this time we dive into the world of Roth conversions with Jon Floyd, the founder of Prospect Estate Planning. Learn ...
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