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Retirement Red Zone (6)63 Articles
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Wed, Jun 14, 2023
Social Security: Spousal Benefits and More
Many Americans contribute to Social Security for years without knowing the full potential of their programs. But Social Security goes beyond retirement benefits. Discover the ins and outs of Social Security spousal and survivors benefits.
Wed, May 31, 2023
Are Your Heirs Prepared to Inherit Your Wealth?
An inheritance is a big responsibility. Are your heirs prepared? Discover these strategies to help get them ready to manage their money.
Wed, May 24, 2023
How Can You Pay Less Capital Gains Tax?
How hard will you be hit by taxes on your investments this year? Let’s walk through three strategies to potentially help lessen the blow from capital gains.
Wed, May 17, 2023
Too Much of a Good Thing? Ways to Reduce a Large Stock Position
When you own a highly concentrated winning stock, you probably feel like you’ve hit the jackpot. But you might be left with a riskier portfolio or a large tax bill. Discover smart strategies to de-risk your exposure and mitigate capital gains tax.
Wed, May 10, 2023
Should I Gift Assets While I’m Alive?
Is it tax-savvy to gift your assets while you’re still alive? Or is it smarter to leave an inheritance after you pass? It depends on your situation–so we’ve laid out the facts and questions for you to consider as you navigate taxable gifts, estate taxes, and timing a more tax-efficient legacy.
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.