Retirement
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Pension vs 401(k) Plans: Which is Better?
Choosing a pension vs 401(k) plan can be tricky. Here, we provide questions to ask to help guide you in your retirement planning.
By Adam Shell Last updated
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Retirement Calculator: How Much Do I Need to Retire?
retirement planning Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.
By Ellen Kennedy Last updated
retirement planning -
The Evolution of Citizenship by Investment Programs
The evolution of CBI programs has reflected changing global trends and the diverse needs of individuals seeking secondary citizenship.
By Jean-Francois Harvey Published
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Before Doing a Roth Conversion, Evaluate These Three Thresholds
To avoid getting flattened by higher taxes or Medicare premiums related to Roth conversions, make sure you look both ways on your tax rates.
By Evan T. Beach, CFP®, AWMA® Published
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Three Ways to Pay Less Taxes to Uncle Sam
Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.
By Matt D’Amico Published
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Early Retirement Withdrawal Strategies for the Long Haul
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio.
By Jacob Schroeder Published
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Three Ways You Can Create a Healthy Relationship With Money
Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs.
By Cohen Taylor, LMFT Published
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How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
By Kimberly Lankford Last updated
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent Published