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Retirement
How to Use an HSA to Pay for COBRA
You can use money from a health savings account (HSA) to pay for COBRA health…
I’m 58 With $680k in My 401(k). Does It Make Sense to Pivot to Roth Contributions?
Roth IRAs can be appealing because they allow tax-free withdrawals and have no required minimum…
What Is the Average Social Security Check at Age 65?
For many Americans, Social Security is a foundational source of income in retirement. And knowing…
What Is the Average Social Security Check at Age 63?
Social Security is a key source of income for many retirees. With that in mind,…
What Is the Average Social Security Check at Age 70?
For many Americans, Social Security represents a significant part of their average retirement income. By…
What Is the Average Social Security Check at Age 67?
Planning for retirement means figuring out how much income you’ll have. And for many Americans,…
What Is the Average Social Security Check at Age 62?
Social Security benefits are a key part of retirement income for many people. You can…
Is Your Pension Considered Earned Income? Tax Planning Rules
When it comes to tax planning rules, many retirees often ask one question in particular:…
HSA vs. Roth IRA: Pros and Cons for Retirement
The comparison between HSA vs. Roth IRA for retirement planning isn’t about choosing one over…
What Is a Miller Trust and How Does It Work?
For individuals who require long-term care but earn too much income to qualify for Medicaid,…
Is Trump Going to Raise the Retirement Age?
While President Donald Trump has consistently pledged not to raise the retirement age, several influential…
How to Convert a 529 Plan to a Roth IRA
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds…
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