Latest
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The “Magic Number” Needed to Retire Comfortably Is More Than You Think
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows.
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Do You Know How to Create a Reliable Retirement Paycheck?
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan.
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Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
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What to Expect in a Gray Divorce (and Three Steps to Prepare)
Legal costs, how assets are divided and other expenses can be eyebrow-raising. Being prepared before you start the process is critical.
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How to Cut Your Taxes as Short-Term Interest Rates Come Down
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.
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Social Security Changes How Overpayments are Handled
The Social Security Administration announced a change to how overpayments are handled.
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10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
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Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
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How to Choose Your Power of Attorney When You’re Remarried
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you.
