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Retirement97 Articles
Tue, Mar 3, 2026
What to Consider Around Taking Medicare While Working
Medicare is complicated enough already. If you’re still working, there’s even more to consider. Let’s demystify the top questions about healthcare coverage for those 65 or better.
Tue, Feb 3, 2026
What’s the Difference Between After-Tax and Roth Account Contributions?
While Roth and after-tax contributions both use after-tax dollars, they’re treated differently when it comes time to withdraw in retirement. Discover the strategy that fits your goals.
Tue, Jan 27, 2026
What Time of Year Should You Take Required Minimum Distributions?
Taking your required minimum distributions earlier versus later in the year could potentially impact your cash flow, tax planning, and investment growth. Discover the best RMD withdrawal schedule for you.
Tue, Jan 20, 2026
What Is Offshore Banking? (Hint: It’s Not Just for Bond Villains)
Forget what Hollywood told you. An offshore bank account could be a handy financial tool to simplify your multi-currency world, especially if you live, work, invest, do business, or retire abroad.
Tue, Dec 23, 2025
Major Medicaid Changes Ahead: How the OBBBA Could Impact Your Older Parents
59 million Americans serve as a caregiver for a parent or other family member. With major Medicaid cuts around the corner in 2026, it’s time to get prepared.
Tue, Dec 16, 2025
Experience a Late-Career Layoff? Here are 5 Important Financial Moves to Make
As job loss looms large in today’s economy, soon-to-be retirees face a unique conundrum. Discover top tips to take care of yourself and your financial future.
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.