Retirement
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Will You Be Able to Afford Your Dream Retirement?
You might need to save more than you think you do. Here are some expenses that might be larger than you expect, along with ways to ensure you save enough.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
By Evan T. Beach, CFP®, AWMA® Published
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Should You Add an Annuity to Your Retirement Portfolio in 2025?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
By Donna Fuscaldo Published
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More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
By Mike Dullaghan, AIF® Published
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When Is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
By Dan Burrows Last updated
CPI Reports -
Should You Convert a Traditional 401(k) into a Roth 401(k)?
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Last updated
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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 -
Problems with Private Medicare Advantage Plans Keep Mounting
Complaints about Medicare Advantage include denial of service and slow care approvals.
By Elaine Silvestrini Last updated
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Need More Money for Retirement? You May Have Already Saved It.
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.
By Donna LeValley Published