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I’m 67 with $25,000 saved for retirement, but I just got a big pay raise. Should I claim Social...
Market Watch· 10 hours agoHow should we navigate our retirement? You’re trying and that’s significantly better than giving up...
A 401(k) with an annuity twist – Blackrock’s funds offer paycheck-like income option
Bankrate via Yahoo Finance· 6 days agoConsumers should always scrutinize the life insurance company providing an annuity, and only pick an...
‘What I wish I knew’: Here are the top 5 retirement regrets this California financial adviser says...
MSN News· 6 days agoForget regret, or retirement is yours to miss.
...Should Be Putting 'Every Single Cent' Into A Roth Retirement Account — If Not, You Are Making A...
Benzinga via AOL· 4 days agoSuze Orman, a well-known financial advisor and author, is a strong advocate for Roth retirement accounts, including Roth 401(k)s and Roth IRAs. According ...
3 Money Benefits From Your 401(k) You Can Use Before You Retire
GOBankingRates via Yahoo Finance· 1 day agoSaving for retirement with a 401(k) is a popular idea because it makes it possible for you to put...
More home sellers are paying capital gains taxes — here’s how to reduce your bill
CNBC· 4 days agoIn 2023, nearly 8% of U.S. home sales yielded profits exceeding $500,000, compared to about 3% in...
This is the 'sweet spot' for Roth individual retirement account conversions, expert says
CNBC· 3 days agoIf you're weighing a Roth individual retirement account conversion, you could save on taxes by...
Council Post: Why Investments Are Key To Tax Savings
Forbes· 3 days agoExcept for those rich enough to hire tax advisors, most taxpayers are left to battle the system on their own. Tax preparation software ...
White House Budget Proposals Would Hike Taxes on Retirement Accounts of the Wealthy
Barron s Online· 4 days agoIRA conversions for higher earners. Broadly speaking, the president aims to enact a variety of...
Advisors share tips for clients seeking to retire early
InvestmentNews· 1 day agoA recent survey from Corebridge Financial showed around 1 in 8 Americans plan to stop working before...