Posts in category Budgeting and Financial Planning
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August 12, 2020 Is an Annuity Right for You?
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July 21, 2020 Your Midyear Retirement Finances Review
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May 28, 2020 How to Find a Bridge Job Second Career
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May 13, 2020 Contributing to a Roth IRA in a Low-Income Year
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April 13, 2020 What to Do With Your 401(k) When You Retire
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Now Is the Time to Convert Your Traditional IRA to a Roth
Salary cuts, stock market declines and low tax rates provide strong incentives for Roth IRA conversions. HISTORICALLY LOW TAX rates make 2020 an ideal time …
Should You Pay Off Your Mortgage Before You Retire?
PAYING OFF YOUR HOME mortgage before you retire is a major financial achievement, but you don’t necessarily have to eliminate all housing debt in order to retire well. …
5 Ways to Improve Your Retirement Finances in 2020
THE NEW YEAR IS THE perfect time to start getting your finances on track, and that doesn’t necessarily mean cutting back on the things you enjoy. …
Tips to Cut Costs in Retirement
You don’t have to give up the things you love to save money. Reduce the cost of retirement. Retirees with a low cost of living …
Tax Tips for Retirees
RETIREES WHO PLAN carefully can often pay a lower tax bill in retirement. However, tax mistakes can have a dramatic effect on your finances when you’re …
