Retirement
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How to Step Confidently Into Your Life After Retirement
Retiring after decades in the work world can mean reckoning with issues related to identity and lifestyle. Here's how retirees can shed their career identities and embrace retirement.
By Sandra Block Published
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Five Keys to Retirement Planning and Peace of Mind
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think.
By Josh Leonard, Investment Adviser Published
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SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
Retirment Plans -
The Rule of 55: One Way to Fund Early Retirement
The Rule of 55 lets you access your retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder Published
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Can You Sign Up for Medicare While Still on an Employer Health Plan?
When you have private insurance through your employer, signing up for Medicare may still make sense. But beware some serious pitfalls.
By Kathryn Pomroy Published
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
By Evan T. Beach, CFP®, AWMA® Published
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Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
By Stacy Francis, CFP®, CDFA®, CES™ Last updated
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Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel Published
Tax Tips -
What Could the Election Mean for Social Security and Medicare?
With the presidential election just days away, here's a look at Harris vs. Trump on Social Security and Medicare.
By Erin Bendig Published