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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit

Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT ...
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Stress Test Your Retirement Plan: Because Life Happens

You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that ...
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Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’

For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. ...
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Social Security tax breaks: What the ‘Big Beautiful Bill’ really means for 88% of retirees

Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others ...
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