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These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
By Erik Bowman, RICP, NSSA Published
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Ready to Retire? Here Are Four Tips for the Transition
Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years.
By Adam Frank Published
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How Getting Married Affects Your Social Security Benefits
Once you tie the knot, your Social Security benefit will be forever tied up with your spouse’s — and that can be a good thing if you understand how it works.
By Patrick M. Simasko, J.D. Published
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Four Actually Legit Reasons to Take Social Security Early
Don’t take a non-expert’s advice on when to claim Social Security benefits — they don’t know everything about your unique situation.
By Evan T. Beach, CFP®, AWMA® Published
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Social Security Expands Access To SSI Benefits
Social Security just expanded access to Supplemental Security Income (SSI) benefits and reduced the administrative burden for low-income households.
By Erin Bendig Published
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How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
By Kathryn Pomroy Published
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Simpson, CFP® Published
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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 -
What Does Medicare Not Cover? Seven Things You Should Know
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your health care coverage. But Medicare Advantage has problems, too.
By Donna LeValley Published
Healthy Living on a Budget