Latest
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Tactical Roth Conversions: Why 2025-2028 Is a Critical Window for Retirees
The One Big Beautiful Bill (OBBB) extended today's low tax brackets, but they may not last. Here's how smart planning now can prevent costly tax surprises later.
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Ready to Retire? It's Not Too Late to Convert to a Roth IRA
Millions of Americans are turning 65 this year. If you're retiring soon, don't dismiss the idea of a Roth conversion — it could still be a smart move even now.
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The Rule of Two Lives in Retirement: A Retirement Rule
The 'rule of two lives in retirement' means accounting for your partner at every decision point, because one life becomes two.
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Retire in This Asian Country for a Warm Culture and Relaxed Lifestyle
With its fabulous beaches, delicious food, and affordability, this Southeast Asian country is a haven for expats from around the world.
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I'm a Financial Adviser: Three Things You Will Wish You Did Before the Fed Cuts Interest Rates
With potential interest rate cuts on the horizon, you might want to lock in today's higher yields and consider adjusting your asset allocation.
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Average 401(k) Fund Fees: Are You Overpaying?
Average 401(k) fund fees and administrative expenses are, in some cases, shockingly high. But don't be misled by gloomy headlines. Here's the skinny.
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Three Pros (and Four Cons) of Hiring Multiple Financial Advisers: The View From a Financial Adviser
There's nothing to stop you from working with several financial advisers instead of just one. But take a balanced view of the risks and rewards first.
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Retirees, Make These Financial Moves Before the Fed Cuts Rates
The Fed will likely reduce interest rates in mid-September. Financial experts explain where retirees should invest now to boost retirement funds.
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I'm an Annuities Expert: Here Are Two Ways to Use Annuities to Benefit From the OBBB
To qualify for a new tax break included in the One Big Beautiful Bill Act, some older adults need to lower their taxable income. Annuities can make that happen.
