Latest
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Retirement Tax Bombs: How Roth Conversions May Cut the Blue Wire
If you have a significant amount in tax-deferred retirement accounts, you could be sitting on a tax time bomb. Luckily, there's a way to defuse the situation.
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A Financial Planner's Guide to Planning for Retirement Health Care Expenses
Whether you're eligible for Medicare or getting coverage through the Affordable Care Act, make sure you plan for premiums, deductibles and other out-of-pocket costs.
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I'm a Financial Adviser Who's Been Through Divorce: This Is How I Break It Down for Clients
Dividing a divorce into three stages — decision, negotiation and finalization — makes it more manageable. These are the key steps to take in stage one.
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The 10 Places Where Social Security Covers the Most (and Least) Of Your Expenses
On average, Social Security covers 30.11% of retirees’ spending. Fortunately, there are places where those dollars will stretch further and cover more of your spending.
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Avoid These Seven Common RMD Mistakes to Save on Your 2025 Retirement Taxes
Retirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
Retirement -
The Rule of Retirement Inversion
The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.
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How Divorced Retirees Can Maximize Their Social Security Benefits: A Case Study
Susan discovered several years after she filed for Social Security that she is eligible to receive benefits based on her ex-spouse's earnings record. This case study explains how her new benefits are calculated and what her steps are to claim some of the money she missed.
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I'm an Investment Pro: Here's How Alternatives Could Inject Stability and Growth Into Your Portfolio
Alternative investments can often avoid the impact of volatility, counterbalancing the ups and downs of stocks and bonds during times of market stress.
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An Investment Strategist Takes a Practical Look at Alternative Investments
Alternatives can play an important role in a portfolio by offering different exposures and goals, but investors should carefully consider their complexity, costs, taxes and liquidity. Here's an alts primer.
