Retirement
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Best Places to Retire in the U.S.
Whether it's warmer weather, quality healthcare or a low tax burden, Florida ranks number one as a retirement paradise.
By Kathryn Pomroy Last updated
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Get Your Retirement Timing Right: Eight Things to Consider
When it comes to retirement, timing can have a significant impact on your well-being and financial security.
By Jacob Schroeder Last updated
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Most People Think They Need $1.8 Million to Retire. Do You?
Americans still believe they need $1.8M to retire comfortably, Schwab study shows.
By Kathryn Pomroy Last updated
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Roth 401(k) vs. 401(k): Which Is Right for You?
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
By Adam Shell Last updated
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How to Open a 401(k)
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps.
By Adam Shell Last updated
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Open Enrollment: Common Tax Mistakes to Avoid
Health Coverage Being aware of tax concerns during open enrollment season can help you avoid potentially costly mistakes.
By Kelley R. Taylor Last updated
Health Coverage -
Auto-IRAs: A Smart Boost to Your Retirement Strategy?
Does your state allow automatic IRAs for employees without a 401(k)? It could be a powerful tool for your retirement.
By Brandon Renfro Published
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How to Create a Retirement Income Plan to Cover Caregiver Costs
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs.
By Jerry Golden, Investment Adviser Representative Published
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
By Marguerita M. Cheng, CFP® & RICP® Published