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Estate Planning and Unequal Inheritances: Talking Is Key
Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D. • Published
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9 Tax Deadlines for April 18
tax deadline Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do on Tax Day than just filing your federal income tax return.
By Rocky Mengle • Last updated
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
By Joe F. Schmitz Jr., CFP®, ChFC® • Published
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
By Jerry Golden, Investment Adviser Representative • Published
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Want Your Financial Future to Look Brighter? Here’s Where to Start
While we personally don’t have control over some of the biggest financial worries, there are strategies we can use to weather the risks and achieve a successful retirement.
By Kelly LaVigne, J.D. • Published
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Are Roth IRAs Really as Great as They’re Cracked Up to Be?
While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account.
By Edward F. Downey • Published
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters, as one man's recently publicized issue shows. This enrollment checklist flags important info you need to know.
By Joelle Spear, CFP® • Published
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Social Security Optimization If You Save More Than $250,000
When you choose to take benefits will make a difference in how your income and assets play out over many years. Let’s explore some scenarios.
By Mike Decker • Published
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Can My Pension Trigger a Retirement Tax Bomb?
Key planning strategies like asset location and Roth conversions can dramatically reduce the taxes you pay throughout retirement and your heirs’ tax liability.
By David McClellan • Published