Retirement
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How to Open a Roth IRA in 5 Simple Steps
retirement Here's what you need to know in order to open a Roth IRA.
By Erin Bendig Last updated
retirement -
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt Last updated
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Four Ways to Prevent Feeling Regret in Retirement
Making financial plans for decades into the future can be daunting, but focusing your efforts is key to achieving freedom, financial and otherwise, in your golden years.
By Patrick M. Simasko, J.D. Published
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11 Reasons to Retire in an RV
retirement RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updated
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Are You a DIY Retirement Planner? Four Things You Need to Know
While saving is a huge part of retirement planning, tax efficiency and estate planning can be just as important, especially once you actually retire.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
By Jerry Golden, Investment Adviser Representative Published
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Tax-Smart Strategies for Account Withdrawals
Understanding the best way to tap your IRAs and other accounts can help you preserve your savings and lower your tax bill.
By Sandra Block Published
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
By Tom Taulli Published
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10 Reasons You Don't Want to Retire in Florida
retirement An overabundance of boomers, critters, sweat and weirdness. Welcome to the dark side of the Sunshine State.
By Bob Niedt Last updated
retirement