Retirement-planning
Latest
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
By José Echeverri Published
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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Three Rules for When You Want to Make a Risky Investment
There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a strong financial foundation.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Jacob Wolinsky Last updated
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Retirees: Want to Keep Your Money? Make a Tax Plan
Your retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here's where to start.
By Angie O’Leary Published
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Dividend Stocks Can Boost Your Retirement Income Stream
You could see some high returns, and if you stash dividend stocks in a taxable account, you can minimize the taxes you pay on them.
By Corey Cyr, CRPC® Published
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley Last updated
Social Security -
Your Retirement Income Should Depend on Math, Not the Market
retirement planning Dividing your assets into three different buckets — safety, income and growth — can help protect you from inevitable market downturns.
By Brandon Domenick, CRPC, AIF, Investment Adviser Representative Last updated
retirement planning -
Before Retiring, Make Sure You've Covered These Five Bases
retirement planning You've worked hard and saved, and now you're ready to retire. For a successful retirement, though, you need to make sure you're prepared in all of these areas.
By David Domenick Jr., CRPC, IAR Last updated
retirement planning