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5 Retirement Savings Changes Coming in 2024
The Secure 2.0 Act of 2022 has several provisions that could significantly impact your retirement savings, and some of the most important ones are set to take effect in 2024. The legislation was designed to make it easier to save for retirement, streamline retirement...
4 Retirement Planning Tips for 2023
Are you prepared for retirement? With longer life expectancy, rising healthcare costs, and the possibility of Social Security insolvency the pressure to prepare is mounting. To help you navigate the process, here’s an overview of the key factors you should consider...
5 Retirement Planning Steps to Take
These five steps will help you toward a safe, secure, and fun retirement Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is...
Taxation of Retirement Income
When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill. In fact, income taxes can be your single largest expense in retirement. Taxation of Social Security Benefits Many older Americans are...
6 Things to Do If You’re Nearing Retirement
Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition. If you're thinking of retiring within the next 10 years, you may feel like you're confronting quite a few "what ifs" and unknowns. "Many retirees say transitioning...
75% of retirees fall short of a key retirement income goal. These steps can help
KEY POINTS Today’s workers are tasked with making sure they will have enough money when they retire while also juggling competing financial priorities. While planning for retirement may seem daunting, experts say there are strategic moves you can make to improve your...
What Is the Ideal Retirement Age for Your Health?
Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...
Understanding What Happens During a Recession: Effects and Strategies
There’s no denying that recessions are harsh. They bring about business failures, job losses, and economic downturns. If you are close to retirement you have likely wondered if a recession is coming and exactly happens during a recession. This comprehensive guide will...
Why is insurance important in financial planning?
Key takeaways Like a good financial plan, insurance takes into account your goals and current financial situation and should evolve as your life changes. In addition to income replacement, life insurance, in particular, can help diversify your portfolio, protect...
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.