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Benefits of Doing Roth IRA Conversions Early in Retirement
Retirees could cut their lifetime tax burden as well as minimize taxes’ impact on the long-term wealth of their heirs.
Considering Annuities? Here’s What to Keep in Mind
It takes time and effort to understand the many different types of annuities that are available and whether they’re right for you. You can start here.
Inflation and Retirement: Five Ways to Soothe Your Worries
Sometimes you can deal with inflation and economic turbulence by not doing anything at all, but there are considerations for retirement savers to keep in mind.
By Michael J. Faust, CFA Published
Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
By Jerry Golden, Investment Adviser Representative Published
Are Your Hospital Outpatient Department Costs Too High? A Doctor's Office May Help
Hospital outpatient departments may charge more than ambulatory surgery centers or doctor offices for common procedures, study finds.
By Joey Solitro Published
How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli Last updatedretirement
Four Threats to the Distribution Phase of Retirement
Keep challenges such as inflation, market volatility and more in mind when it’s time for you to shift from saving for retirement to spending.
By Cliff Ambrose Published
Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.
By Paula Nangle, CFP® Published
Costs of 34 Medicare Drugs To Be Capped at $618 Until December
Medicare rebate program to cut out-of-pocket costs for certain Part B drugs from October through December.
By Joey Solitro Published
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
When Saving for Retirement, Persistence Pays Off
Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.
By David C. Treece, Investment Adviser Representative Published