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Retirement
Featured
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Retirement Topics
Retirement Income
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How to Pay Yourself in Retirement
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What’s Wrong With Social Security?
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The Psychology of Retirement Income: From Saving to Spending
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Is Fixing Social Security and Medicare as Dire as It Seems?
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How Retirement Income Guardrails Can Ease Clients’ Worries
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Should Your Retirement Withdrawals Mirror RMDs?
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Generating Retirement Income Just Got Easier—or Did It?
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What’s Your Retirement Income Style?
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Is a New Age on the Horizon for 401(k) Participants?
IRAs
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5 Common Errors to Fix in Your IRA Before the IRS Flags Them
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8 Little-Known Facts About RMDs
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What I Learned Investing My Mom’s IRA
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Is a Mega Backdoor Roth IRA Right For You?
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What to Know About Saving for Retirement and Roth IRA Conversions
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Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
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Avoid RMD Shortfalls With These 5 Top Rules on Life Expectancy
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Ed Slott: How Rules on Eligible Designated Beneficiaries Changed for Inherited IRAs
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4 Financial Tasks You Shouldn’t Put Off
401(k)s
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What to Do With Your 401(k) When You Retire
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How Much Should I Have in My 401(k)?
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Can I Take a Loan From My 401(k)?
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When Cashing Out an Old 401(k) Makes Sense
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No, 401(k) Funds Do Not Cost 2% Per Year
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Why You Should Clean Up Those Old 401(k)s
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How to Handle a 401(k) Hardship Withdrawal
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Can a Taxable Account Beat a 401(k)?
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How to Roll Over an Old 401(k)
Estate Planning
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Ed Slott: How Rules on Eligible Designated Beneficiaries Changed for Inherited IRAs
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4 Financial Tasks You Shouldn’t Put Off
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How to Make a Tax-Free Donation From Your IRA
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3 Charitable Investment Strategies That Deliver Higher Tax Benefits
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3 Tax-Friendly Charitable-Giving Strategies for Retirees
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How Advisors Can Help Clients Benefit From Legacy IRAs
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How to Give to Charity and Save on Taxes
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Year-End Charitable-Giving Strategies
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A New Way to Achieve Charitable Goals While Saving on Taxes
More in Retirement
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Lessons From Another ‘Faux-tirement’
A six-week break from work brings insights into retirement and life.
What to Do With Your 401(k) When You Retire
Roll it over or stay put? Six questions to help you decide.
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What’s Wrong With Social Security?
Two solutions to shore up this vital retirement program.
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Is a Mega Backdoor Roth IRA Right For You?
Tax and IRA expert Ed Slott breaks down what to keep in mind with this maneuver.
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The Psychology of Retirement Income: From Saving to Spending
Are you lost in the retirement consumption puzzle?
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Are You Suited for an Immediate Annuity?
What retirees should know before buying.
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Should Your Simple Retirement Portfolio Be More Complicated?
Less is generally more, but there are exceptions.
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Is Fixing Social Security and Medicare as Dire as It Seems?
Fifty years after the Employment Retirement Income Security Act, high levels of retirement risk point to the need for solutions.
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Do You Need More Than 3 Buckets?
Determining how many retirement buckets are enough.
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Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Plus, two cheap utilities stocks as AI transforms the overlooked sector into a growth opportunity.
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3 Must-Knows Before Investing in Target-Date Funds With Annuities
Target-date funds with annuities have hit the market. Here’s how to determine whether they should be a tool in your retirement-income toolbox.
Avoid RMD Shortfalls With These 5 Top Rules on Life Expectancy
How to use the right life expectancy table to calculate RMDs for inherited IRAs.
A Retirement Readiness Checklist
Evaluating your retirement plan can be more manageable if you break it into smaller steps.
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Ed Slott: How Rules on Eligible Designated Beneficiaries Changed for Inherited IRAs
Making sense of what’s new in 2024.
How Retirement Income Guardrails Can Ease Clients’ Worries
Effectively communicating withdrawal strategy improves client experience.
Should Your Retirement Withdrawals Mirror RMDs?
Like all variable strategies, a required minimum distribution system entails trade-offs.
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What to Know About the Federal Thrift Savings Plan TSP G Fund
Be mindful of the opportunity costs of this conservative investing option.
Roth or Traditional IRA: Which Should You Choose?
Here’s a simple system to help you break down the choice.
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What Your Asset Mix in Retirement Should Be During Higher Interest Rates
Despite attractive yields on cash and bonds, some retirees may still need a more aggressive portfolio.
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The 7 Best Retirement Books
Start finding the answers to the biggest, and most important, retirement questions with this book list.