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You could maximize your tax-free retirement income with a Roth Solo 401(k), a strategic choice for savvy business owners. This…
Brace for the unexpected in retirement! Despite thorough preparation, the realities of this major lifestyle and financial shift are bound to bring surprises. From downsizing…
A recent white paper from United Income, authored by former Social Security Administration economists, reveals that the average household misses out on $110,000 by mistiming…
Your lifelong financial companion: Taxes. If you’ve amassed a substantial IRA, navigating this expense is crucial. Despite hopes for lower taxes, the reality, with over…
Navigate the skies wisely for your cruise adventure! Booking airline tickets may seem straightforward, but don’t switch off your brain just yet. Beverly Rasmussen’s experience…
The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the…
IRS sets sights on high-earners: Unpacking the recent crackdown initiative. Amidst the shift, the IRS emphasizes the legal distinction between tax avoidance and evasion. In…
Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals…
Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and…
Navigating the retirement decision: As people enter their 60s, the question of when to retire becomes a common concern. Beyond financial considerations, the transition involves…
Embrace the joy of retirement with a smart plan for the future! While the prospect of aging care expenses can be daunting, investing in a…
