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Friday, July 30, 2021

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Retirement

Roth IRA Conversion Review

If you have existing retirement assets in a traditional IRA, you may want to consider converting those assets to a Roth IRA - also...

Minimum Retirement Plan Distributions

Most qualified retirement plans offer significant tax benefits for those willing to follow a few IRS specified rules. The government wants to make these...

Retiring At An Early Age

Historically, most Americans have considered 65 to be their target retirement age. This is likely the result of past Social Security laws which allowed...

Calculating Your Social Security Benefit

Social Security was originally introduced in 1935 in the aftermath of the Great Depression. It was intended to provide a safety net of income...

Changes In Living Expenses During Retirement

In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire. This...

Bridging The Gap

In years past, it was often realistic for retirees to base the majority of their retirement income on Social Security benefits and traditional employer-sponsored...

The Basics Of Retirement Planning

When planning your retirement, it is important to remember that money, more than any other factor, will dictate most of your retirement decisions. Your...

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