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


Sep. 16, 2022

Six Tips for Making a Retirement 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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Sep. 16, 2022

Does Your Credit Score Matter When You’re Retired?

Out of the many concerns that may cross your mind as you are approaching retirement, and one that you may not…

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Sep. 2, 2022

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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Aug. 25, 2022

Considering Coming Out of Retirement and Returning to Work? Here are Three Details to Keep in Mind

For some people, retirement isn’t all it was cracked up to be. Whether they miss the social, emotional, or financial…

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Aug. 23, 2022

Is the 4% Rule Still Relevant?

Back in 1994, former financial advisor William Bengen devised the 4% rule as a spending strategy for retirees. His original…

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Aug. 12, 2022

2023 Projected Retirement Contribution Limits: Up, Up, and Away!

Are you maxing out your retirement contributions every year? Then you’ll want to read this.  Benefits consulting firm Mercer recently…

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Aug. 5, 2022

What Married Women Need to Know About Retirement Savings

A recent headline of an article about a study published by The Boston College’s Center for Retirement Research caught my attention.   The…

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Jul. 16, 2022

3 Tips for Retiring Abroad

If retiring abroad is something you’ve considered, you’re not alone. Research shows that at least 12% of Americans say they have…

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Jul. 16, 2022

How The EARN Act Could Affect You

It’s looking more and more likely that major retirement-related legislative changes will happen sooner rather than later.  Recently, the Senate Finance…

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Jul. 1, 2022

4 Steps to Take to Avoid Paying the Required Minimum Distribution Penalty

If you’re retired and over age 72, you’re probably aware that you’re required to take a certain amount from tax-deferred…

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