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The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.February 19
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The spike in the number of older employees in the workplace reflects a trend over the past decade.February 18
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Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.February 14
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A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."February 13
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The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.February 13
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.February 11
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They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.February 11
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Why do advisors focus so heavily on planning for a lifestyle change that may never happen?February 7
Director of PlanningLife Planning Partners
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Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.February 6
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While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.February 4
