When is the right time to file for Social Security benefits? Unfortunately, this straightforward question does not have a simple answer and because of that, many retirees lose out on valuable benefits each and every year. The Basics Broadly speaking, you have three...
If your retirement is right around the corner, you may find yourself asking a question you’ve never considered before: “How will spending in retirement change for me?” While this may be an overwhelming and somewhat complicated question to ask, it is a question worth...
There’s a lot to think of during retirement, especially when it comes to managing your income and your tax burden. If you are retired (or getting close to retirement), tax-efficient income planning can make a big difference, especially when it comes to Medicare...
2022 has been a year of volatility with both domestic issues and foreign affairs causing major swings in the equity and bond markets. As of August 1, the S&P 500 is down -12.58% YTD and the Bloomberg US Aggregate Bond Index is down -8.16%.[1] Declines like these...
Since they were first introduced in 1998, Roth IRAs have been a popular way to generate future tax-free growth and income. You can do this by contributing to a Roth IRA on an ongoing basis or converting traditional IRA or other pre-tax retirement account assets into a...
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