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The purpose of going through a planning process is to discover what is possible by playing out “what if” scenarios. Once you see a path that leads you…
Read more We’re 10 years apart. Can we retire together?Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a set amount each year from your pre-tax retirement accounts. If you don’t need…
Read more 5 Smart Money Moves to Make With Your RMDsTucked Away In Pennsylvania, This Town Is America’s #1 Retirement Haven A recent survey from GoBankingRates.com has revealed the country’s number one best place to retire. Learn where…
Read more Tucked Away In Pennsylvania, This Town Is America’s #1 Retirement HavenIndividual Retirement Accounts (IRAs), 401(k)s and other workplace plans can help you build wealth for the future while enjoying some tax benefits. There’s just one important thing you…
Read more 6 Strategies to Help Lower RMD TaxesFinancial advisor and columnist Michele Cagan I am 48 years old. I made $310,000 last year and I currently have $546,000 in my retirement plan at work. My…
Read more Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
