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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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Will Retirees Stop Paying Tax on Social Security Next Year?
Social Security Lawmakers have proposed to eliminate taxes on Social Security benefits. Here’s what that could mean for you.
By Katelyn Washington Last updated
Social Security -
Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
By Evan T. Beach, CFP®, AWMA® Published
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Before You Retire, Consider These Five Questions
Thinking ahead about what you'll do, how you’ll withdraw from retirement accounts and how you’ll manage health care can save you time and money over the long term.
By Mike Palmer, CFP Published
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published
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Social Security Board Nominee Grilled Over Views on Program Reforms
Candidate questioned on Social Security privatization, raising retirement age and benefit cuts during Senate hearing.
By Esther D’Amico Published
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States That Tax Social Security Benefits in 2024
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Katelyn Washington Last updated
Retirement Taxes -
How the Social Security Bridge Strategy Works
This is how you can wait until age 70 to start collecting Social Security — and capitalize on the annual 8% boost to your benefit.
By Andrew Rosen, CFP®, CEP Published