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Articles On:financial planning

July 19, 2023

Social Security Taxes Surprise Retirees

After decades of having Social Security taxes withheld from your paycheck, you may not expect ...

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June 28, 2023

RMD Strategies for Older Retirees

Once you start taking required minimum distributions from tax-deferred retirement accounts, you have fewer options ...

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June 14, 2023

Lower Taxes on RMDs

Postponing withdrawal of funds from your IRA could prove costly, but withdrawing them could bump ...

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June 7, 2023

How to Give to Your Grandkids

If you’re like many grandparents, you’d like to give to your grandkids in order to ...

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May 31, 2023

Life Insurance and Empty Nests

Many retirees drop their life insurance once their kids have grown up, but a policy ...

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April 19, 2023

Free Yourself of Stuff: Decluttering and Downsizing

Once he retired, Jakob Miller finally had the time and energy to organize his three-bedroom ...

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March 22, 2023

Regulators Focus on Frauds Targeting Seniors

Andrew Hartnett, deputy commissioner of the Iowa Insurance Division and president of the North American ...

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March 15, 2023

Closing the Retirement Income Gap

By the time you reach your 50s, you should start to get a handle on ...

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January 25, 2023

How a Roth Can Defuse a Retirement Tax Bomb

A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of ...

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January 11, 2023

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...

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