Latest
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Retire in Malaysia for Affordable Luxury
Many expats retire in Malaysia, a Southeast Asian country with a world-class city. Come for the affordable living, stay for the top-notch healthcare and cuisine.
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I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make
Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when.
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The Overlooked Generation: An Expert's Guide to How Gen X Can Finally Get Ahead
A perfect financial storm has been lashing this generation for years, but they still have time to get their retirement back on track with a few key moves.
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Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?
This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.
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Avoid Estimated Tax Payments in Retirement With RMD Withholding
RMDs If you don't need the money to live on, wait until December to take your RMD and ask the sponsor to withhold a big chunk for the IRS.
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Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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The ‘First Year of Retirement’ Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
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Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
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Are You Ready for the Emotional Side of Retirement?
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way.
