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‘He’s an egomaniac’: My husband said he’ll flush his $1.5 million IRA ‘down the toilet’ rather than...
MarketWatch via Yahoo Finance· 3 hours agoQualified domestic relations orders (QDRO) allow a spouse to receive a portion of their ex-spouse’s ...
Here's the Maximum Possible Social Security Benefit at 62, 66, and 70
Motley Fool via Yahoo Finance· 5 days agoAround half of households with someone age 65 or older receive 50% or more of their...your control...
Retirement Planning Checklist | Bankrate
Bankrate.com· 7 days agoWhether you’re planning to spend your golden years sunbathing on the beach with a book, traveling the world or spending more time with loved ones, you’ve...
IRS Issues Fact Sheet on Disaster Relief Distributions and Plan Loans | JD Supra
JD Supra· 1 day agoHistorically, the IRS and Congress released certain disaster relief exemptions with respect to retirement plans on a disaster-by-disaster basis. The Federal Emergency Management ...
Beware the retirement savings 'time bomb,' tax expert warns
Yahoo Finance· 1 day agoIt’s all about the taxes. That’s the key concept for retirement savers specifically because IRAs and...
Plan Sponsors Increasingly Offer Financial Adviser Services | PLANADVISER
PLANADVISER· 18 hours agoThe financial planning connection is being driven in part by participants, with a separate MFS survey of 4,000 participants showing that 70% say they would use an advisory service if offered ...
How to Determine Your Retirement Lifestyle
SmartAsset via Yahoo Finance· 1 day agoThere's a lot to consider when it comes to retirement planning, starting with what kind of lifestyle you'd like to enjoy. For some retirees, it involves...
This Western U.S. State Was Just Named the Best Place to Retire for Low Taxes
Travel+Leisure via Yahoo Finance· 5 days agoThis means retirees get to keep all of their Social Security benefits, private or public pensions,...
8 Work From Home Job Opportunities for Retirees
SmartAsset via Yahoo Finance· 17 hours agoWhile retirement may be associated with leaving the workforce behind, most Americans plan to work past the age of 65. In fact, a 2022 study from the...
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
SmartAsset via Yahoo Finance· 1 day agoConverting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits –...