Retirement

Retirement

Featured Retirement Taxes

Should you roll over your 401(k) to an IRA? Here are 3 tips for this key retirement decision.

This article is reprinted by permission from NextAvenue.org. In his classic tune “Roll Over Beethoven,” Chuck Berry famously belted: “Roll it over then move on up.” Well, if you’ve ...
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Featured Insurance Retirement US

Average premiums for Medicare prescription drug coverage are set to dip to about $31.50 a month in 2023, deductibles to rise

Medicare beneficiaries may see their premiums for prescription drug coverage dip in 2023, although their deductibles might rise. The average basic monthly premium for Medicare Part D is ...
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Featured Income Lifestyle Retirement US

It’s All About the Income, Chapter 1: The Paradox of Retirement Income Planning

The paradox at hand: if your goal is not to make anyone rich with an inheritance, why are you worried about what happens to the principal? With the ...
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Featured Income Lifestyle Retirement

Transitioning Into Retirement: Your Plan A And Plan B

There are so many books, articles, podcasts, and shows about planning for retirement that it might seem overwhelming to you. With so much information coming at you, it’s ...
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Featured Income Lifestyle Retirement Social Security US

This is what women must do to overcome the retirement savings shortfall, says a financial pro

The gender wage gap has remained remarkably stubborn for decades and, inevitably, becomes a significant shortfall at retirement. In 2020, women made 83 cents for every dollar earned by men, according to ...
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Featured Income Lifestyle Retirement

Manage the Effect of Inflation on Retirement

Inflation can threaten even the most beautifully laid out retirement plans. Here are strategies for managing inflation and mitigating its impact on your retirement. Read more at The ...
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Featured Income Lifestyle Retirement

High-Net-Worth Retirement Planning Guide

For anyone who anticipates retiring one day, planning is critical. This means saving throughout your career, calculating your future Social Security benefits and anticipating your expenses in retirement. ...
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Featured Income Money Retirement

Don’t Let Changing Jobs Derail Your Retirement Plans

Many Americans expect to change jobs in the coming year, which could have significant effects on their retirement planning. Before writing your own resignation letter, take this chance ...
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Advisors Featured News Retirement

Does inflation have you worried about retirement? Here’s what experts say to do

Inflation may have you worried about your retirement. Prices have been rising on everything from food to housing. In April, the consumer price index, which measures the prices ...
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Annuities Featured Income Insurance Money Retirement

Why Advisors Shouldn’t Dismiss Index-Linked Annuities

According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...
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