Latest
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage their golden years.
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5 Ways Retirees Can Play Defense With Retirement Portfolios
retirement All this market volatility might unnerve investors of any age—but particularly those just entering retirement.
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Retirees, Build a Financial Plan That’s Based on You
Financial Planning Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
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Own an inherited annuity? Stretch your assets with a low-cost, tax-efficient option
Sponsored Save money by switching your inherited annuity to the Vanguard Variable Annuity.OCTOBER 2016
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Retirees, Pick the Perfect Financial Planner
Financial Planning When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might need help from an expert in the financial planning world.
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Financial Planning for Another 'Lost Decade'
retirement Investors have gotten used to hot returns over the years. What happens if stocks are flat (or worse) for years to come? That's a scary thought for those near retirement, but luckily there are some things you have control over. Here are some steps to consider taking now.
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Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits
retirement There are a few different ways beneficiaries of annuities can claim their inheritance. One you might not have heard of is called an "annuity stretch." It gives non-spouse beneficiaries a way to receive income and defer taxes.
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10 Ways the SECURE Act Will Impact Your Retirement Savings
retirement The new law changes the start date for RMDs, lets you contribute to an IRA longer, expands the use of 401(k) plans and much more.
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3 Ways to Claim a Life Insurance Benefit: Which Is Right for You?
insurance When you are due a life insurance death benefit, a lump sum payment isn't your only option. There are typically three main ways to take your benefit, and each has its own pros and cons.
