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    Financial Planning (6)160 Articles

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    Tue, Mar 25, 2025

    5 Special Tax Breaks for Seniors

    Could you preserve more of your hard-earned retirement savings with special deductions and credits? Take advantage of these general tax breaks and help ease your overall burden.
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    Tue, Mar 18, 2025

    Distribution Rules for Inherited IRAs

    There have been some major changes in the world of inherited IRAs since the Secure Act went into effect in 2020. Here’s what account owners, spouses, and non-spousal beneficiaries should know in order to help maximize an inherited IRA.
    Senior woman frustrated by a mistake

    Tue, Mar 11, 2025

    4 Common Mistakes in Retirement Planning

    One wrong move could create a permanent impact on your financial wellbeing in retirement. Remain vigilant by avoiding these common mistakes.
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    Tue, Mar 4, 2025

    Supersize Your 401(k) Catch-Up Contributions in 2025

    Some soon-to-be retirees can contribute up to $34,750 to their 401(k) annually — that’s more than $11,000 compared to most workers. How do they qualify for these “supersized” contributions? Discover the new rules for retirement savings accounts in 2025, plus three questions to help you decide how much you should contribute this year.
    Railroad intersection at sunset

    Tue, Feb 18, 2025

    Lump Sum vs. Regular Payouts—Which is Better?

    What do pensions, the lottery, business sales, and the “grains of sand” fable have in common? They all require a payout strategy. Weigh the pros and cons of a lump sum versus payouts over time.
    Man worried looking over paperwork

    Tue, Feb 11, 2025

    Why Early Withdrawals Are a Last Resort

    Drawing from your 401(k), Roth IRA, or traditional IRA too early could cost you. When you need extra funds, these alternatives might help you avoid penalties—and preserve your future savings.
    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

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