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10 retirement tax traps to avoid in 2026 (#7 catches everyone)

January 9, 2026January 9, 2026
Posted By: admin

From RMDs to Medicare surcharges, these common retirement tax traps could quietly raise your bill in 2026 if you don’t plan ahead.

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Your investments: Retirees, don’t let market noise derail your long-term retirement strategy

January 9, 2026January 9, 2026
Posted By: admin

Constantly adjusting portfolios based on market headlines can hurt retirees. A consistent, long-term strategy is the key to a successful retirement, so tuning out

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How to Use Comprehensive Financial Planning to Achieve Your Goals

January 9, 2026January 9, 2026
Posted By: admin

A holistic financial plan goes beyond—here’s how to approach it.

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Retirement planning when your parents depend on you too

January 9, 2026January 9, 2026
Posted By: admin

For millions of Indians, retirement is no longer just about their own old age. It also has to carry the financial weight of their

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Our retirement plan includes $160K+ in dividends and no major expenses – what are we missing before calling it quits?

January 9, 2026January 9, 2026
Posted By: admin

When you start to get to a point where you think about retirement, it’s only right that you do a deep dive into your

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How Much Americans Ages 55–64 Have Saved for Retirement—and How Many Have Nothing

January 8, 2026January 8, 2026
Posted By: admin

As Americans near retirement, Federal Reserve data show how many have retirement accounts and what typical savings balances look like for people in their

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Retirement Checklist: 9 Things To Do Now in Your 60s, According to Fidelity

January 8, 2026January 8, 2026
Posted By: admin

Keep reading to learn nine money moves to make now, to help ensure financial stability throughout your golden years.

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I’m hoping to never retire. Here’s my plan in case I’m forced to.

January 8, 2026January 8, 2026
Posted By: admin

But I’m also a realist. While I hope that AI doesn’t decimate the writing industry, I have to assume that as that technology evolves,

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This one unavoidable tax can sink your retirement plan

January 8, 2026January 8, 2026
Posted By: admin

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract,

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I’m planning to retire in 4 years. Is it wise to convert 25% of my 401(k) to a Roth IRA to minimize RMDs and taxes?

January 8, 2026January 8, 2026
Posted By: admin

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid

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