Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses...
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Retirement is changing; the trend of working in retirement is on the rise for many reasons. We all know retirement income must be planned for and...
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The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all of the benefits of a traditional 401(k) without...
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If you are a regular reader of this blog, you know there are many ways to save for retirement. Some retirement plans are more unique than others; an...
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When you participate in a deferred compensation plan, you can defer part of your salary and income taxes until sometime in the future. Although it...
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With interest rates hovering at relatively low levels and many millennials choosing to rent rather than buy, the rental housing market is looking...
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The distribution options available to the beneficiary of an IRA are confusing. Traditional vs. Roth. Spouse vs. non-spouse. Is the beneficiary 59½?...
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Retirement: the state of having enough savings and income to live comfortably, avoid work, yet not run out of money. Reconciling the “live...
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It’s no wonder the 401(k) has become the primary source of retirement income for the majority of retirees. It’s easy to participate in,...
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Spousal Social Security benefits are often confusing and misunderstood. They are designed to provide benefits to a recipient based on their...
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