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The Most Tax-Friendly States for Retirees
Determining where to live in retirement isn’t an easy decision, with so many factors to consider. That said, one often-overlooked consideration is taxes.
Why Planning for Your Retirement is More Complicated Today
Does planning for retirement feel overwhelming at times? You’re not alone! This endeavor is much more challenging than it was for previous generations, and this post explores why.
Using the Rule of 55 to Take Early 401(k) Withdraws
If you need early access to your employer-sponsored retirement account, you should know about the rule of 55 to help avoid IRS fees.
Scared Your Retirement Funds Will Dry Up? Read This!
Worried you won’t have enough money to enjoy retirement? Don’t panic! You can in fact take several steps to minimize (or even avoid!) financial roadblocks in your later years.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Mastering RMDs: Navigating Required Minimum Distribution Essentials
Is it better to take your RMDs as a lump sum or in installments? Learn the pros and cons of each strategy in addition to other avenues associated with RMDs.
How Much Money Do I Need to Retire?
Various approaches can help you determine how much money to save for retirement. We’ll explore these methods (and much more!) in this post.
Considering a Reverse Mortgage? Read This First.
Many retirees who’ve built significant equity in their home but are short on cash for living expenses have turned to reverse mortgages. But are they right for you?
5 Things You Can Do in Your 60s to Better Prepare for Retirement
Whether retirement is still one or a couple of years away, there are a few steps you can take to better prepare and enjoy your golden years.
Read This Before Prepaying for Your Funeral Expenses
In this post, we’ll outline your prepayment options and present alternatives to ultimately help you decide whether or not to prepay your funeral expenses.
Tips for Choosing Where to Live in Retirement
Choosing the right place to live can significantly impact how much joy (or regret) you’ll have in retirement. Here are some tips to help you narrow down your retirement destination options.
Retiring in These States Will Cost You More Money
Not every state is an ideal retirement destination. Familiarizing yourself with potential tax implications before finalizing your decision about where to live can save you a lot of money.