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Retirement
401(k) Rollover vs. IRA Rollover
When you change employers, you may be required to roll over your 401(k) funds from…
I’m Going to Get $3,000 Per Month From Social Security. How Can I Reduce My Taxes?
When determining your income taxes in retirement and on your Social Security benefits, the IRS…
The Cost of Living in a Retirement Community in Every State
Retirement living communities aim to fit needs of people age 55 and older, with amenities…
I’m Selling My House and Netting $800k. Can I Avoid Taxes While Downsizing for Retirement?
When you sell a primary residence, the IRS allows you to exclude from your capital…
Retirement Strategies for Small Business Owners
Whether you just launched your small business or have been running your own shop for…
FIRE Blogs and Websites You Need to Know
The Financial Independence Retire Early (FIRE) movement has been gaining steam in recent years as…
I’m Going to Get $3,000 Per Month From Social Security. How Can I Reduce My Taxes?
When determining your income taxes in retirement and on your Social Security benefits, the IRS…
I Have $850,000 in an IRA and Would Receive $2,800 Monthly from Social Security. Can I Retire at 65?
For many retirees, prudent withdrawals from a wisely invested portfolio combined with Social Security benefits…
How Much Money Most People Have Saved By Age 60
According to The Federal Reserve, the median retirement account savings for households between ages 55…
How an ESOP to IRA Rollover Works
An ESOP (Employee Stock Ownership Plan) is a qualified retirement plan that allows employees to…
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