Retirement-planning
Latest
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Should You Take the Survivor Option on Your Pension?
In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Published
places to live -
How to Optimize Your RMDs in Retirement
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.
By Isaac Morris Published
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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Arizona Retirement: Nine Things You Must Know
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
By Bob Niedt Last updated
retirement -
Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
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Four Considerations for Moms Leaving the Workforce
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind.
By Mindy J. Oglesby, CFP®, NSSA®, IRMAACP Published
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Considerations for Americans Who Want to Move to Europe
Relocating to Europe for retirement or just because could be more complicated than you might think. Here are a few things to think about.
By Alex Ingrim, Chartered MCSI Published
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Should Your 401(k) Be Eliminated to Save Social Security Benefits?
Retirement Savings Some economists argue that tax-advantaged retirement plans are not as beneficial as they seem.
By Kelley R. Taylor Last updated
Retirement Savings