Retirement-planning
Latest
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Retire Abroad Before 55: Eight Expert Tips
Can't afford early retirement in the U.S.? You really can retire abroad before 55 if you plan carefully. The strong dollar helps, but consider your long-term strategy.
By Jacob Schroeder Published
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25 Financial Moves to Consider Before December 31
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025.
By Jonathan I. Shenkman, AIF® Published
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The Average 401(k) Balance by Age
Knowing how your 401(k) balance compares to your peers could be the catalyst to save more.
By Adam Shell Last updated
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IRA vs. 401(k): Should You Pick One or Both?
An IRA or 401(k) can help you supercharge your retirement savings. We'll help you pick one or opt for both.
By Brandon Renfro Published
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Which of These Three Types of Soon-to-Be Retirees Are You?
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?
By Sean P. Lee, MSFS Published
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Will You Have a Retirement Income Gap? How to Fill It
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall.
By Brian Teets, IAR, MBA Published
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Will Social Security Be There When You Need It? Many People Worry It Won’t Be
The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them.
By Kathryn Pomroy Last updated
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Roth or Traditional: How to Choose a Retirement Tax Strategy
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later.
By Nico Pesci Published
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Buying an Annuity? Avoid These Three Classic Mistakes
Annuities can be a sensible option for retirement, offering steady income in your later years. But these common traps can damage your investment.
By Jason “JB” Beckett Published