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RMDs: Rules, Penalties, Avoiding/Minimizing Taxes, and More
If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.
The Retirement Tax Bomb: How to Avoid a Costly Surprise
How RMDs, IRMAA, Social Security taxation, and the widow's penalty create a retirement tax bomb—and proactive strategies to defuse it before it detonates.
Should You Leave New Jersey When You Retire?
If retirement is on your horizon, one of the biggest decisions you may soon contemplate is where to live. For many, this might mean relocating outside of NJ.
Turning Your Nest Egg into a Paycheck
How do you turn a retirement nest egg into a reliable paycheck? Explore safe withdrawal rates, the 4% rule, sequence risk, and RMD strategies in this article.
Considering Prepaid Funeral Plans? Read This First.
In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.
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.
How to Choose Your Pension Payout Options
This post will give you clarity in your decision-making as you choose between pension payout options.
What You Should Know About the New Jersey “Exit Tax”
Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.
How to Prepare Emotionally for Retirement
Entering retirement is likely one of the biggest transitions you’ll face in life. Be sure to prepare as best as you can not only financially but emotionally as well.