Retirement

Saving for retirement requires developing several sources of income over the long term. Traditional IRAs, 401(k)s, Roth IRAs and Social Security benefits all can contribute to your cash flow when you use sound principles for investing in stocks, mutual funds, bonds and other assets.

Myths of Retirement Planning

by Danielle Schultz, CFP Jul 28, 2019 Financial planners and others have a lot of rules of thumb for your sources of retirement income — including ones regarding Social Security, your nest egg's mix of stocks vs. bonds, and your retirement accounts' required minimum distributions — but not all of them should be part of your financial plan.

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Social Security Basics With a Twist

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Nov 01, 2020 Your Personal Circumstances Will Determine the Best Time to File for Social Security Benefits.

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Retirement Accounts and Charity

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Dec 21, 2020 Rules Are Tricky for Tax-Saving Via Qualified Charitable Distributions.

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