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7 Result(s) in the “Income Planning” Category


May. 27, 2022

Proposed Changes to IRA Eligible Designated Beneficiary (EDB) Rules for 2023

In 2019, the SECURE Act became law and enacted a slew of changes to retirement plan provisions, including raising the required starting…

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Feb. 11, 2022

How Do Reverse Mortgages Work?

Reverse mortgages are products available to people age 62 or older that enable homeowners to convert a portion of the…

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Dec. 3, 2021

Inflation and Retirement Withdrawal Strategies

Inflation is red-hot right now. With the annual inflation rate currently at the highest level it’s been since 1990, running at 6.2% year-over-year in October 2021, you may…

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Aug. 13, 2021

Three Causes of Decumulation Mistakes in Retirement and How You Can Avoid Them

If you’ve never seen it before, “decumulation” is the opposite of accumulation and is effectively a fancy word for converting your retirement assets into…

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Feb. 26, 2021

Want to Delay Claiming Social Security Benefits But Need Income Sooner? An Annuity May Help

Because it is a decision that’s usually final, deciding if you should start taking your Social Security benefit at age…

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Dec. 10, 2020

Five Tips for Making a Retirement Income Drawdown Strategy

After decades of planning and putting money away, you may think it would be easy for most people to shift from…

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Nov. 10, 2020

How to Optimize Your Social Security Benefits

One of the biggest decisions retirees face is when to start taking Social Security benefits. Even professional opinions run the…

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