Maximizing Social Security Survivors Benefits
This little-known restricted application rule can significantly boost retirement income for surviving spouses.
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How to apply the 4% rule to your income
The 4% rule helps retirees withdraw safely from savings, ensuring 30 years of income. Adjust for inflation, expenses, and ...
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A Recent IRS Ruling Could Affect Your Retirement — What You Should Know, According to George Kamel
In a recent YouTube video, George Kamel, financial expert with Ramsey Solutions, explained that the IRS now allows companies ...
Ask a Financial Pro: What Is the Best Time of Year to Retire for Tax Purposes?
The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six months of the year, your income will come from your job. From July on, you ...
What does it take to retire with a comfy $10,000/month in America? It's probably less than you think
Let’s not forget when you retire will have an impact on what it’ll take for you to comfortably take out $10,000 a month without running out of money. The average retirement can last decades, so the ...
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The 4 Most Common Misconceptions About the 4% Rule in Retirement
Many people work hard to build up savings for retirement. But retiring with a nice-sized nest egg is only half the battle. It ...
Build Sustainable Retirement Income With Tax-Efficient Planning
Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.
It Just Got Easier for Part-Time Workers to Save for Retirement
There's good news for part-time workers eyeing retirement. Part-time workers will now have an easier time contributing to ...
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Expert says new financial rules bring tax and retirement adjustments
New financial regulations taking effect in 2025 will impact tax deductions, retirement contributions and Social Security benefits. Tom Neumann of Drake & Associates talked about ...
Roth IRA vs. brokerage account: What’s the difference?
Roth IRAs have tax advantages that make them useful for long-term savings goals such as retirement. Brokerage accounts have ...
Spousal Inherited Roth 401(k)s Keep More Money Tax Free
Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...
Social Security Fairness Act Signed by Biden: What It Means for Your Retirement
Learn how the Social Security Fairness Act may increase your retirement benefits by eliminating the Windfall Elimination ...