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Here's Exactly How Social Security Fits Into My Retirement Plans
Even when my husband and I were broke college students, I spent an inordinate amount of time considering how to make eventual ...
Here's the Average Social Security Retired-Worker Benefit Right Now
The average Social Security retired-worker benefit is just pennies away from hitting a psychological milestone.
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How Can I Roll Over $865K to a Roth IRA and Keep the Tax Bill Low?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...
This retiree figured out a way to pay almost no taxes. Here's his secret.
What this means functionally is that his first step of the process is to account for his yearly required minimum distribution, which he does in the form of a charitable donation. That allows him to ...
Retirement Withdrawal Strategy: Tax-Efficient Planning for Your Income
No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...
You can control your retirement — even if you can't control Trump
At intervals, you’ll refill your short-term bucket with dividends, interest and the gains from your long-term portfolios — a ...
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Is It Safe to Retire at 62 With $2.5 Million in a Roth IRA and $2,500 a Month in Social Security?
Retiring at age 62 and filing for Social Security will reduce a person’s lifetime benefits by up to 30% compared to waiting ...