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Income Retirement

The First Few Years of Retirement Can Make or Break Your Portfolio

By National News
April 9, 2021
Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it. Read more at Kiplinger ...
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Featured Retirement Taxes

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

By National News
April 2, 2021
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes. ...
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Retirement Taxes

Joe Biden’s tax plan, explained

By National News
March 30, 2021
The ink is barely dry on President Joe Biden’s $1.9 trillion Covid-19 relief bill, and the conversation is already shifting to some of the next items on his legislative agenda ...
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Featured Income Retirement

Here’s Where The 4% Withdrawal Rate Fails

By National News
March 12, 2021
A 4% retirement asset withdrawal rate remains the standard for financial planning, but it doesn’t hold up against every scenario. “The results provided by our research and models ...
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Featured Income Lifestyle Retirement

Women lag behind men in saving for retirement. The Covid pandemic has made it worse

By National News
March 5, 2021
When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets ...
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Featured Income Retirement

Retirement Income: Where to Find the Best Yields for March 2021

By National News
February 26, 2021
Here’s some good news for income investors: Yields on benchmark 10-year Treasury notes have hit a pre-pandemic high. And here’s some bad: Interest rates remain near historic lows, ...
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Featured Income Retirement

How much income will your 401(k) provide?

By National News
February 12, 2021
Retirement account owners have long had trouble translating the money in their 401(k) into income. That’s about to change. Read more at MarketWatch ...
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Featured Social Security Taxes

The Social Security tax cap kicks in at this salary figure in 2021

By National News
January 29, 2021
Some people are investing in their retirement without even realizing it. If you have a traditional job, you pay 6.2% of your salary per year in Social Security ...
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Money Retirement

Should You Ditch Your Workplace Retirement Plan?

By National News
January 22, 2021
It may sound counterintuitive, but stashing funds in your workplace retirement plan could actually make it more challenging for you to retire. Some workplace plans are great while ...
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Money Retirement Taxes

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

By rnonline
January 15, 2021
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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