Features
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Spooky Surcharges: The IRMAA Quiz on Tricky Income TrapsFrom municipal bonds to Roth conversions — take our quiz to find out if you know which income streams push you into higher Medicare brackets.
By Donna LeValley
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The 7 Financial Decisions Worth Revisiting for 2027Sponsor Content Created With Ameriprise Financial
SPONSORED Get a fresh look at your financial life
By David Rodeck
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8 ways to potentially lower your taxesAdvertiser Content Ameriprise Financial Services, LLC.
Consider these strategies to potentially reduce your taxes.
By Ameriprise Financial
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Debunking 7 Social Security retirement mythsAdvertiser Content Ameriprise Financial Services, LLC
Sponsored Get the facts on how the Social Security program works for retirees.
By Ameriprise Financial
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Establishing a cash reserve: How much should you have?Advertiser Content Ameriprise Financial Services, LLC
Sponsored Discover how a cash reserve can help you navigate life’s unexpected events — and keep you on track for your financial goals.
By Ameriprise Financial
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10 Can't-Miss Tax Breaks for Homeowners and HomebuyersHomeownership These real estate tax breaks can help homeowners get some money back this year. Are you eligible?
By Kate Schubel
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8 Tricks to Shop for Glasses if You're Over 50Shopping for glasses often gets trickier — and more expensive — as you age. If you've over 50, take these steps when you set out to buy a new pair.
By Bruce Horovitz
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Anthropic IPO: Should You Buy ANT Stock?The massive Anthropic IPO is almost here, with shares of the AI giant expected to start trading next month in one of the biggest offerings ever.
By Tom Taulli
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7 Reasons Why You Should Consider a Roth 401(k)If your employer offers a Roth 401(k), consider it carefully. In years to come, you could regret leaving tax-free growth and other advantages on the table.
By Jeanne Thompson
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4%, 5%, 6%: How Much Spending Is Right for Your Retirement?Sponsored by Savant
Standard retirement guidelines don't fit everyone. Your health, pensions and lifestyle goals determine the exact withdrawal rate for you.
By Donna Fuscaldo
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My Retirement Funds Are in Stocks. Should I Shift to Index Funds?In this week’s Wealth Wise advice column, planners explain why a "core-satellite" strategy might offer the best of both worlds.
By Maurie Backman
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What It Costs to Live in Spain vs VisitingWhat you spend in Spain as a visitor isn't what you'd spend as a resident. This guide shows how to get a truer picture of what life there would be like.
By Alastair Johnson
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Can a Roth Conversion Wait if You're 5-10 Years From Retiring?Are you five to 10 years from retirement and wondering if a Roth conversion can wait until then? Don't decide until you've tested these assumptions.
By Kyle Hammerschmidt, Investment Adviser
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The Boots Rule of Retirement Tax PlanningRetirement Tax Here's how retirees can stop compounding tax leaks without large, expensive Roth conversions.
By Kate Schubel
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Self-Funding Long-Term Care? That Could Be a Big MistakeUsing an IRA to cover significant long-term care costs could cause your taxes and Medicare premiums to rise, and leave your family facing some tough choices.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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Retire in 2027 or Work One More Year? How to DecideRecord 401(k) balances are tempting, but inflation is stubborn. Take this choose-your-own-path guide to see if you are truly ready for your next chapter.
By Donna Fuscaldo
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6 Ways the Drawdown Phase Catches New Retirees By SurpriseYou've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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My First $1 Million: Plumber, 56, Cincinnati"I never once pulled anything out, no matter how bad the market got, like in 2008. I stayed the course, and it has paid off, so far."
By Joyce Lamb
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5 Halloween Jump Scares Hiding in Your Retirement AccountGhosts, goblins and witches aren't the only things retirees need to fear this Halloween. These five retirement mistakes can cost you a monstrous amount.
By Donna Fuscaldo
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Amex and Airbnb Partnership: $850 in Travel Credits ExplainedThe new Amex and Airbnb partnership offers up to $850 in combined travel credits and bonus points. See who qualifies and whether the benefits are worth it.
By Choncé Maddox
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Finfluencer or Financial Expert? 7 Ways to Tell Before You InvestSocial media is a great place to learn about money, but popularity doesn't equal expertise. Here's how to separate useful financial advice from costly mistakes.
By David Conti, CPRC
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Should You Move to South Carolina or Just Vacation There?South Carolina's charms and property prices tempt many visitors to retire there. Here's what that will really be like, according to a local financial adviser.
By Brandon M. Cox, CFP®
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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
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The Social Security Test Every Wealthy Retiree Must TakeWhen you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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How Much Do You Know About Stock Market Seasonality?Quiz Is stock market seasonality signal or noise? Let's talk about patterns and tendencies we see across the trading and investing calendar.
By David Dittman
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9 Changes to Social Security in 2027Higher payouts, new tax limits and updated earnings rules are coming in January. Here is everything retirees and workers need to know.
By Donna LeValley
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Memories Over Money: A Lesson in True WealthWhile financial security is important, the real secret to happiness is building a "memory balance sheet" of unforgettable experiences with the people you love.
By Evan T. Beach, CFP®, AWMA®
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How Much International Exposure (If Any) Should Your ETF Portfolio Have?International stocks can improve diversification, but U.S. investors still need to decide how much foreign exposure belongs in an ETF portfolio.
By Tony Dong, MSc, CETF
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Family Financial Planning Starts With CommunicationHow much do you know about your family's life insurance and financial planning? Talking about it will create clarity now, before it becomes urgent.
By Jared Nepa
