Retirement-plans
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How to Optimize Your RMDs in Retirement
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.
By Isaac Morris Published
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updated
Making Your Money Last -
Should Your 401(k) Be Eliminated to Save Social Security Benefits?
Retirement Savings Some economists argue that tax-advantaged retirement plans are not as beneficial as they seem.
By Kelley R. Taylor Last updated
Retirement Savings -
Afraid to Retire? How to Overcome Your Fear and Enjoy Retirement
Even with a well-funded nest egg, giving up a paycheck is hard. Here's how to start the journey.
By Sandra Block Last updated
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Published
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Guide to Military Benefits for Retirement, Pay and Savings
Benefits for those who serve in the U.S. military can sometimes be complex and confusing. Here’s what to know about how to optimize some of them.
By Zach Mindel Published
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How Women Can Increase Odds of Saving Enough for Retirement
Pursuing financial literacy and taking advantage of savings opportunities, such as employer-offered 401(k)s, can give women saving for retirement a leg up.
By Jay Dorso Published
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The (R)evolution of Retirement Income Planning
With AI on the horizon to enable the optimization of retirement income plan choices, the retirement fortunes of retirees are about to improve.
By Jerry Golden, Investment Adviser Representative Published