Archive For: Retirement

How To Maximize Your Social Security Benefits

How To Maximize Your Social Security Benefits

Almost every senior makes the same mistake when the time comes to apply for Social Security.  They don’t really consider having a plan for Social Security other than just applying for it when they retire.  Or even worse, they apply …

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4 Costly Errors Most Early Retirees Make

Early retirement can give you the time to take that long-awaited vacation to the Italian countryside or the beaches of Hawaii.  Early retirement gives you the chance to enjoy life while still fully mobile.  You’ll have more time to sit …

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How Long Can A Retiree Expect To Live?

How Long Can A Retiree Expect To Live?

Some people have families with long lives.  Some people have families where dying from a heart attack is common.  For those people, it’s easier to plan around how long they can expect to live.  For the rest of us though, …

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The Roth IRA: The Basics

The Roth IRA: The Basics

The Roth IRA is a favorite amongst the financial planning community for good reason.

Saving for retirement can be a big headache and because of all the restrictions on withdrawals it’s tough to know whether to invest in tax deferred …

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Navigating the Sea of Retirement Accounts

Navigating the Sea of Retirement Accounts

Here’s a quick rundown of the most common types of retirement accounts that people ask me about.  I’m only going to touch on each of these briefly and will revisit these different accounts separately in a future post.

A warning, …

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What Type of Investment Account Should I Use?

What Type of Investment Account Should I Use?

Today I’m going to highlight the differences between qualified accounts that offer tax-deferred growth (meaning you pay taxes on growth later) vs non-qualified accounts that offer taxable returns. Anyway, here goes:

 

What is a Qualified Account?

What is a

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