Retirement
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Got $1,000? Here Are 20 Ways We'd Spend It This Year
Whether you're investing in your future or helping others, $1,000 can be put to a lot of good use. We've rounded up some ways to save, donate or spend it.
By Lisa Gerstner Published
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Winning Investment Strategy: Be the Tortoise AND the Hare
Consider treating investing like it's both a marathon and a sprint by taking advantage of the powers of time (the tortoise) and compounding (the hare).
By Andrew Rosen, CFP®, CEP Published
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Is a 55+ Community Right For You?
Before you sign on the dotted line, consider HOA fees and community culture.
By Lisa Gerstner Published
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10 Inefficiencies I Look for on Rich Retirees' Tax Returns
Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.
By Evan T. Beach, CFP®, AWMA® Published
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Estate Planning: How Does the Basis Step-Up Rule Work?
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.
By Logan Baker Published
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Should You Convert a Traditional 401(k) into a Roth 401(k)?
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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How Moving Might Impact Your Medicare Coverage
Your Medicare plan’s coverage area will determine if you need to make changes after a move.
By Donna LeValley Last updated
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5 Steps to Turn Your Nest Egg into a Retirement Paycheck
Sponsored Sponsored Content by Sensible Money
By Sponsored Content Published
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The Investing Strategies I Teach Young Mothers
These simple investing strategies were developed to help single mothers, but they'll help all young people build a decent nest egg.
By Janet Bodnar Published