Latest articles by Scott Hanson, CFP
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Asset Allocation Advice for Older Retirees
Making Your Money Last Your age is just one factor in determining the right mix of investments.
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Don’t Be Sentimental with Inherited Stocks
investing Honor your beloved relative’s memory by diversifying as soon as possible.
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Should I Take the Lump Sum on My Pension?
retirement Depends on your health, and whether you could get a better return by reinvesting it in an IRA. Here are the key factors to consider.
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A 401(k) for a New College Grad? Yes!
investing Better still If the employer offers a Roth option. The money inside the plan will grow tax-deferred, and with the Roth, it can be withdrawn tax-free in retirement.
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Should You Save for Retirement in a 401(k) or Roth IRA?
retirement All things being equal, saving the maximum into a Roth option provides the greatest chance of high, after-tax income during retirement.
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Surprising Social Security Advice for High-Income Retirees
retirement If you have a high net worth and retirement income, the surest bet may be taking benefits ASAP.
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Should You Save for Retirement or Pay Off Your Mortgage?
retirement If you are in a high tax bracket, max out your 401(k), earmarking some of those dollars for a future payoff.
