Retirement-planning
Latest
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Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
By Christopher F. Tate, J.D. Published
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Four Signs It's Time to Sell a Stock
There's plenty of advice out there on when to buy a particular stock, but developing a strategy for holding or selling an investment is equally important.
By Cosmo P. DeStefano Published
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11 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos Last updated
Medicare -
How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP Published
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Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
By John M. Goralka Published
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12 Steps to Protect Your Retirement Savings From Market Volatility
Even when the market ebbs and flows, you can keep your retirement investments stable with these proactive strategies.
By Kiplinger Advisor Collective Published
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Should You Keep Your 401(k) When You Retire?
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
By Alex Ingrim, Chartered MCSI Published
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How to Protect Your 401(k) in a Down Market
If your 401(k) balance nosedives in a down market, use these four strategies to safeguard your funds.
By Adam Shell Published