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10 Result(s) in the “Retirement Planning” Category


Oct. 1, 2021

Researcher Identifies Five Major Retirement Risks. Which is the Most Serious?

A research economist from Boston College’s Center for Retirement Research recently identified five major risks to a typical retiree. They are:…

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Sep. 24, 2021

When Should You Perform a Roth IRA Conversion?

We often talk about Roth IRAs – and for good reason, as they are a great tool for tax-free earnings…

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Sep. 17, 2021

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…

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Sep. 3, 2021

Congress Reintroduces Retirement Plan Proposals

Senators Cory Booker (D-NJ) and Senator Todd Young (R-IN) recently reintroduced a set of four proposed laws aimed at helping families and…

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Jul. 23, 2021

Don’t Make This IRA Rollover Mistake

IRA rollovers are a popular retirement planning tool, but there are some rules to be aware of so that you…

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Jul. 16, 2021

How the Social Security Cost of Living Adjustment May Change for 2022

We’ve reached the halfway point of 2021, and if you’re anything like me, you’re already looking ahead and starting to…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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Jun. 11, 2021

Four Questions Couples That Want to Retire at the Same Time Should Answer First

For many couples approaching retirement, the idea of retiring at the same time may seem attractive. But beyond the attractive…

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Jun. 4, 2021

Men’s Health in Retirement

Since June is Men’s Health Awareness Month, it’s a good time to consider some ways to enjoy an active, healthy…

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May. 21, 2021

3 Tips for Retiring Abroad

Long-time readers of this blog already know that my parents recently fulfilled their lifelong dream of owning a beach house in…

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