Retirement-planning
Latest
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What Is the Magic Number You Need to Retire Comfortably?
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows.
By Kathryn Pomroy Last updated
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Is 2025 a Bad Year To Retire?
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing.
By Donna Fuscaldo Last updated
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How Women Can Handle Their Growing Wealth Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
By Tiffany Welka Last updated
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
By Tom Taulli Last updated
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Fifty-Somethings, Are Your Retirement Savings on Track?
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
By Donna Fuscaldo Last updated
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Living Solely on Portfolio Income in Retirement: Just a Fantasy?
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
By Maurie Backman Published
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Five Ways to Safeguard Your Portfolio in Market Downturns
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm.
By Joel V. Russo, LUTCF Published
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Seven Local Social Security Offices Are Suspending In-Person Services
A departure from closing locations, seven local Social Security offices will temporarily stop all in-person service and will only be available by telephone.
By Donna LeValley Published
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How to Roll Over a 401(k) in Five Steps
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Last updated