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Guide to Military Benefits for Retirement, Pay and Savings
Benefits for those who serve in the U.S. military can sometimes be complex and confusing. Here’s what to know about how to optimize some of them.
By Zach Mindel Published
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How Women Can Increase Odds of Saving Enough for Retirement
Pursuing financial literacy and taking advantage of savings opportunities, such as employer-offered 401(k)s, can give women saving for retirement a leg up.
By Jay Dorso Published
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The (R)evolution of Retirement Income Planning
With AI on the horizon to enable the optimization of retirement income plan choices, the retirement fortunes of retirees are about to improve.
By Jerry Golden, Investment Adviser Representative Published
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can get on (back) to school in a most inexpensive way.
By Bob Niedt Last updated
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle Last updated
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If You Have a Pension, Smart Tax Planning Should Start Now
Adding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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The Earlier You Take Advantage of Your 401(k), the Better
The power of compound interest can turn modest contributions into big savings for retirement.
By Rich Guerrini Published
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How Non-Traded REITs Could Give Your Roth IRA a Boost
In addition to increasing the diversity of your portfolio, adding a non-traded REIT within your Roth IRA allows the resulting dividends to grow tax-free.
By Edward E. Fernandez Published
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
Are there good reasons to take Social Security early? While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Published