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.

Annuities: Are They the Best Use of Your Money?

by Sam Levine, CFA, CMT Apr 29, 2021 Insurers Will Invest Clients’ Money, but Some Options May Be Costly

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A New Spin on Retirement

Apr 29, 2021 The SECURE ACT and Your Savings Plan

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Get to Know Your Workplace Retirement Plan

by Danielle Schultz, CFP, CDFA Apr 23, 2021 Even With Limited Choices, You May Be Able to Ratchet Up Your Earnings

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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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10 Ways to Fund Retirement

by Danielle Schultz, CFP Jul 29, 2019 In developing your plan to meet retirement funding, you'll need to draw together your sources. This primer will get you started on many of the main sources of funding when you retire.

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Your 401(k): It's Really a No-Brainer

by Matt Mondoux, CFA, CFP, CMT Dec 17, 2020 Workers in Their 20s Are at a Clear Advantage in Saving for Retirement.

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How to Catch Up With Saving for Retirement

by Danielle Schultz, CFP Jul 28, 2019 If you're behind in saving for your retirement, it isn't too late. Here are some common-sense tips to help you meet your goals by improving your personal balance sheet and investing the difference in IRAs, your 401(k), and elsewhere.

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