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How 12 Types of Retirement Income Get Taxed
retirement Don't forget about taxes on your pensions and other retirement income while planning for your golden years.
By Joy Taylor • Last updated
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What Long-Term Care Insurance Policyholders Need to Know
Long-term care insurance can be confusing at times, so here are some insights about premium increases, when you can use your benefits and other issues.
By Thomas C. West, CLU®, ChFC®, AIF® • Published
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Worried About Checking Your Portfolio? Don't Be: Things Are Looking Up
Though the markets are still fluctuating, this expert sees an encouraging upward trend and is giving himself permission to check his investments.
By Andrew Rosen, CFP®, CEP • Published
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When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live.
By James J. Ferraro, JD • Published
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How to Prepare For a Hurricane and Other Natural Disasters
It's natural to worry about the effect of hurricanes, wildfires, and other natural disasters on your home. Get ready for whatever might come your way.
By Eileen Daspin • Published
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Estate Planning Tips: How to Pick POAs, Health Surrogates and Trustees
estate planning Before you add to your estate planning documents the names of the people you want to carry out your wishes, consider these tips.
By Richard M. Ricciardi Jr., Esq. • Last updated
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The SECURE 2.0 Act’s Five Biggest Winners
Almost anyone planning for retirement wins with the SECURE 2.0 Act provisions, but some people could be bigger winners than others.
By Pam Krueger • Published
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9 IRS Audit Red Flags for Retirees
retirement Seniors: certain actions can increase the chances of the IRS giving your tax return a closer look.
By Joy Taylor • Last updated
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After-Tax 401(k) Contributions: Pros and Cons
401(k)s Three types of people could benefit from taking advantage of the after-tax 401(k) contributions option in their company’s retirement plan.
By Vishal Jain • Last updated