Latest
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How Snowbirds Can Establish Residency in Florida for Tax Purposes
retirement Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy the Florida residency requirements.
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Minimizing Taxes When You Inherit Money
Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
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What’s Your Retirement Number?
Financial Planning To cross the finish line when you want, find the right target for your retirement savings and follow our training regimen.
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Take This Job, I'm Retiring
Financial Planning The pandemic and bull market have led to an increase in the number of workers who are retiring. You might call it the Gray Resignation.
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The Stresses of Being a Caregiver
Caregiving One study shows that caregiving takes a greater toll on retirees' mental health than on their finances.
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From EBRI's CEO: What's on Retirees' Minds
Empty Nesters Retirees feel more comfortable spending from steady sources of income rather than tapping their nest egg.
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Spend Without Worry in Retirement
Financial Planning Fears of running out of money prevent many retirees from tapping the nest egg they’ve worked a lifetime to save. With these strategies, you can generate enough income to pursue your retirement dreams.
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Free (or Cheap) College for Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, retirees can collect their books and get on (back) to school in a most inexpensive way.
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Retirement Can Keep You Busy
Empty Nesters Your lives are filled with jobs, creative ventures and intellectual enjoyment.
