Retirement

Retirement

Money Retirement Taxes

When Roth Conversions Are the Right Move – and When They Aren’t

Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
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Income Retirement

A New Approach to Retirement Income Planning for Women

Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage taxes and ...
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Annuities Featured Insurance Retirement Social Security

Opinion: How retirement planning needs to change in the new year

Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Featured Income Retirement

A New Approach to Retirement Income Planning for Women

RETIREMENT PLANNING Focusing on income, rather than savings, is important for anyone planning to retire. But it’s even more important for women, in particular. To reduce fees, manage ...
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Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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Featured Retirement Taxes

4 Year-End Moves to Help Retirees Breathe Easy in 2021

The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Featured Income Retirement

Stop Telling Retirement Investors They Need A Million Dollars

The retirement industry needs to retool its arsenal of advice. It should focus on targeted saving and dividend growth investing. It should not focus on total portfolio value. ...
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Featured Income Money Retirement

3 Ways to Ensure You Have the Right Asset-Allocation Model Before Investing

Do the ups and downs of the stock market make you panic? Does your stomach drop every time there’s a correction? How you answer these questions will help ...
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Featured Money Retirement

This myth debunked: You don’t have to be wealthy to hire a financial advisor

There’s a big misconception that financial planning is only for the wealthy. The truth, however, is that financial planning is a path for anyone to actually gain wealth. ...
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Featured Income Retirement Taxes

How to Create a Tax-Efficient Retirement Income Plan

By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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