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    Retirement Red Zone (3)61 Articles

    Stepping stones cross a shallow creek

    Tue, Jun 4, 2024

    How to Reduce Sequence of Returns Risk

    Learn how to protect your savings in case the market falls right before you retire. Discover 7 tips to minimize sequence of returns risk.

    A self-employed person rubs his forehead in frustration as he contemplates his financial plan

    Tue, May 28, 2024

    Wealth and Financial Planning for the Self-Employed

    Read these tips on financial planning, funding your retirement, insurance coverage, and estate planning when you’re self-employed.

    An older husband and younger wife smile at each other while cooking.

    Tue, Apr 9, 2024

    Retirement Planning for Spouses with an Age Difference

    Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.

    Doctor pointing at a chart

    Tue, Apr 2, 2024

    What to Know About Medicare if You’re Still Working

    Your Medicare options while working past 65 depend on the size of your employer but there are also implications for COBRA and HSAs.

    Retired couple review paperwork somberly

    Tue, Nov 28, 2023

    Planning for a High-Income Retirement? Don’t Get Blindsided by This Surprise Tax

    Capital gains, dividends, rental income, royalties, interest income, and non-qualified annuities – learn more to strategize potential tax hits.

    Tue, Nov 14, 2023

    This Big Exception Is Helping Many High Earners Double Their IRA Contribution

    For those who qualify, this big retirement saving advantage gives investors the chance to double their IRA contributions. Many people don’t even realize they are eligible. Learn how this potential strategy works – even for high earners.

    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.