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Retirement
What Percentage of a Retirement Portfolio Should Be in Cash?
Planning for retirement involves making a lot of decisions, including how to allocate your portfolio.…
We’re 62 and Have $1.6 Million in Our 401(k)s. Should We Pivot to Roth Contributions?
By your early 60s, you’ll likely be paying close attention to your finances and retirement…
What Is the Average Social Security Check at Age 70?
For many Americans, Social Security represents a significant part of their average retirement income. By…
What Is the Average Social Security Check at Age 62?
Social Security benefits are a key part of retirement income for many people. You can…
What Is the Average Social Security Check at Age 67?
Planning for retirement means figuring out how much income you’ll have. And for many Americans,…
Is Your Pension Considered Earned Income? Tax Planning Rules
When it comes to tax planning rules, many retirees often ask one question in particular:…
HSA vs. Roth IRA: Pros and Cons for Retirement
The comparison between HSA vs. Roth IRA for retirement planning isn’t about choosing one over…
What Is a Miller Trust and How Does It Work?
For individuals who require long-term care but earn too much income to qualify for Medicaid,…
Is Trump Going to Raise the Retirement Age?
While President Donald Trump has consistently pledged not to raise the retirement age, several influential…
How to Convert a 529 Plan to a Roth IRA
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds…
Can You Stop Social Security Benefits and Restart Later?
Deciding whether to stop Social Security and restart it later depends on your age and…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your…
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