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Social Security: The Basics of When to Claim Your Benefit
retirement It's a big decision with potentially thousands of dollars at stake over your lifetime. So take your time and think about it.
By Sam Dixon, Investment Adviser Representative • Last updated
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Financial Surprises Retirees (and Those About to Retire) Want to Avoid
Making Your Money Last Even the most diligent pre-retiree planner can get tripped up by unpleasant financial surprises. Follow these tips.
By Mary Kane • Published
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A Retiree’s Guide to Key Dates in 2020
Budgeting Now is the time to assess your financial situation, look ahead and mark your calendar.
By Rachel L. Sheedy • Published
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How to Crunch the Numbers on When to Claim Social Security
retirement What's the smartest way to claim benefits? Well, don't believe those who say you're stupid if you claim early or that age 70 is always the way to go. It depends on your own circumstances.
By Jerry Golden, Investment Adviser Representative • Published
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5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed
IRAs Here are some ways to take advantage of provisions that are beneficial, and mitigate those that aren't.
By Evan T. Beach, CFP®, AWMA® • Published
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Insider Interview: The Future of Social Security
social security A deep-dive into Social Security’s financial health from its chief actuary and what might be the best ways to shore up the program for future generations.
By Eleanor Laise • Published
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5 Surprising Facts to Know About Retirement
Making Your Money Last Check out some often-overlooked retirement planning facts of life that everyone should be aware of.
By Greg O'Donnell, Investment Adviser • Last updated
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State Taxes on Retirees Differ by Types of Retirement Income
Making Your Money Last Where you retire can have a big impact on your tax bills for Social Security, pensions, IRAs, 401(k)s and other income.
By Rocky Mengle • Published
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Are Social Security Offices Open on Veterans Day and Other Federal Holidays?
retirement Find out if your local Social Security field office is likely to be closed due to Veterans Day or another federal holiday before you make the trip.
By Michael DeSenne • Last updated