Latest articles by Rachel L. Sheedy
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RMD Start Date and Your Heirs
retirement Whether an IRA owner dies before or after the "required beginning date" determines beneficiaries' options for taking distributions.
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New Tax Law: 8 Smart Tax Strategies for Retirees
tax law The federal tax code is undergoing its first significant makeover in 30 years.
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Passing the Social Security Benefits Earnings Test
retirement Bone up on strategies that will get you the maximum Social Security benefits you've earned.
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A Payout Limit on Social Security Benefits
social security Your spouse and children may discover they can’t claim all the Social Security benefits they’re entitled to based on your earnings record. Here’s why.
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Boost Your Nest Egg in the Retirement Homestretch
retirement All is not lost for those who start saving fiercely later in life.
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When a Pension Turns into an Annuity
insurance More companies have been making the move as administrative costs rise and as pension liabilities become more transparent on corporate balance sheets.
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Retirees, Fend Off the Risk of Bad Returns
Making Your Money Last Keys to helping your portfolio survive a downturn.
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Guide to Medicare Open Enrollment for 2018
retirement Shopping for a new Medicare Part D or Medicare Advantage plan for 2018 could save you money.
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New Rules for Reverse Mortgages
real estate The government is changing the loan's insurance costs and reducing how much applicants can borrow—and the window for borrowing under the old rules is closing fast.
