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Leaving an Inheritance? Is It Better to Give to Kids Now or Later?
Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the kids and tax issues.
By Evan T. Beach, CFP®, AWMA® • Published
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Thinking About Semi-Retirement? What You Need to Know
Whether you need time to rebuild your nest egg, or you want to ease into full retirement, some financial planning can make the transition a smooth one.
By Julia Vanzler, CFP® CPWA® • Published
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SECURE 2.0 Act Helps Small Businesses Encourage Employees to Save
Enhanced credits for small-business retirement plans, expanded 401(k) options and other provisions support businesses that give their employees a leg up on saving.
By Jamie P. Hopkins, Esq., CFP, RICP • Published
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Three Financial Tips for Women’s History Month
Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.
By Julia Pham, CFP®, AIF®, CDFA® • Published
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Annuities: 10 Things You Should Know
Love ’em or hate ’em, annuities are back. And as always, there's plenty you should know before getting an annuity for yourself.
By David Rodeck • Published
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Social Security Disability for COVID Long Haulers Explained
social security Social Security Disability Income (SSDI) is available for American workers who are struggling with a disability, including long COVID. Here are some tips on how to apply and what to expect.
By Steven Perrigo, J.D. • Last updated
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SECURE 2.0 Act Lets Retirees Defer Some Taxes Longer
Here’s how retirees can benefit from changes in required minimum distributions (RMDs), qualified longevity annuities and IRA catch-up contributions.
By Ken Nuss • Published
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12 States That Won't Tax Your Retirement Income
Tax Breaks Retirees can save a lot of money in these states that completely exempt the most common types of retirement income – 401(k)s, IRAs and pensions – from taxation.
By Rocky Mengle • Last updated
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Should I Sell or Rent My House When I Relocate for Retirement?
This decision isn’t easy, thanks to investment, tax and other considerations. Let’s explore the implications of each.
By Evan T. Beach, CFP®, AWMA® • Published