Retirement-planning
Latest
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Find Out in Five Minutes if You Have Enough to Retire
It's a common question these days: Can I afford to retire? To calculate a ballpark answer, here's a quick and easy exercise.
By Evan T. Beach, CFP®, AWMA® Last updated
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Six Missteps to Avoid as You Transition to Retirement
Don't lose sight of your finances when you finally reach retirement. These six classic missteps can chip away at the nest egg you’ve worked so hard to build.
By Bill Leavitt Published
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
By Donna LeValley Published
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Thrift Savings Plan Contribution Limits for 2024 and 2025
Thrift Savings Plan contribution limits are rising to $23,500 in 2025 from $23,000 in 2024. Plus, new catch-up limits for people 60-63.
By Kathryn Pomroy Published
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To Future-Proof Retirement Security, We Need Better Strategies
With retirees living longer and the inequalities that affect women and people of color, the retirement system needs some optimization. Here’s what would help.
By Romi Savova Published
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In What Order Should You Tap Your Retirement Funds?
Should you go with your IRA first or your brokerage account? Follow this road map for tax-smart withdrawals.
By Marc Knauss Last updated
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Pass the Gravy, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here's how you could get the conversation started.
By Michael J. Faust, CFA Last updated
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For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
By Kevin Wade Published
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck Last updated