Planning

4 Ways to Prepare for a Longer Retirement

Americans are living longer these days. That's a positive thing in theory, but from a retirement-planning standpoint, it can be challenging. After all, there's a difference between needing your retirement savings to last 20 years versus 30 years or more.
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When is the Right Time to Apply for Social Security?

After a lifetime of hard work, you’ve earned your retirement—and all the benefits that come with it, including Social Security. But if you’re retiring before your full retirement age and have other sources of retirement income, you may want to put off applying for your Social Security benefits. Here’s why.
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No Children? Why You Still Need an Estate Plan

Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.
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How much money should we be saving?

We are constantly trying to keep up with someone else. But when it comes to saving money, how much should you actually be saving?
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Everything You Need to Know About Social Security Survivors Benefits

Did you know that Social Security offers family members survivor benefits? Learn more about this valuable feature.
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How to ‘save like a girl’ and close the retirement savings gap

Olympic Gold Medalist, Mia Hamm once said: “my coach said I run like a girl. I said if he ran a little faster, he could too.” With that simple statement, she redefined the word “girl” to mean something more encouraging and inspiring than its historical connotation.
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A retirement checklist: 8 steps to take now

The following steps can help you understand what you should consider as you plan for retirement.
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Inherited an IRA? Understand your distribution options

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.
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IRS announces new bigger retirement plan contribution limits for 2019

Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to individual retirement accounts like 401(k) plans, Traditional IRAs and even Roth IRA are part of the annual inflation adjustments made by the IRS. Larger retirement contribution can mean lower tax bill. Not to mention more income in retirement.
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Explore the value of continual payout options when planning for lifetime income in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Compare your distribution options in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Transforming your retirement assets into income

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Here’s what you need to do now if you hope to retire in 2018

Are you ready to retire? If you hope to retire in 2018 there are a few steps you'll need to take before riding off into the sunset.
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Imagine your best retirement: 4 tips to maximize your savings

Building a healthier financial life means striking a balance between living for today, while preparing for tomorrow.
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Is Your Retirement Plan Realistic?

Whether you're years away from retirement or are about to leave the workforce for good, it's critical to have a well-thought-out plan in place.
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It's different for women in estate planning

The differences between men and women go way beyond the physical - even after passing. Because women typically outlive their counterparts, it is even more crucial for them to educate themselves about estate planning.
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4 Must-Dos Before Retirement

The last thing you want to do is retire and, a few years into it, find yourself scrapping for cash just to make do. Here are a few "to-dos" before you head into retirement.
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2 good reasons to claim Social Security at 68

When we think about when to file for Social Security, age 68 doesn't often come to mind. After all, it's not a particularly notable age on the spectrum of when to claim benefits.
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How to Prepare for Retirement in Your 50s

The fifth decade of life is a pivotal time in retirement planning and preparation.
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3 things to consider for making your retirement income last longer

Retiring on a fixed income is common—and it doesn’t have to be a burden. It just takes some planning, which is something you’ve been doing all along to make the most of the money you earn.
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Simple retirement tips… from an 11-year old at an Orange-Aid stand

Our goal is to help people think differently about retirement. And on a nice day in the park, we did just that with an #OrangeAid stand, two crates of oranges, 20 gallons of juice, and a fifth-grader named Savannah who happens to be thinking about retirement already.
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charitable giving

How to make the most of charitable giving

‘Tis the season for giving – and saving, too. If you’ve been planning to donate this year, don’t wait any longer. For tax purposes, you must give by December 31. Here are a few tips on how to make the most of charitable giving this year:
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Retirement by the numbers: See what adds up

We all know saving for retirement matters, but many of us aren’t sure how to go about it. Fortunately, you can take one simple step right now to help make sure you’re prepared.
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