Inherited IRA: How It Works & Distribution Rules

What’s an inherited IRA and how does it work? This article by Nerd Wallet discusses withdrawal rules and taxes.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.nerdwallet.com/article/investing/inherited-ira-options   Investing involves risk, including the potential loss…

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5 Steps Retirees Need To Take Now To Avoid Paying Too Much In Taxes

Saving for retirement is important, but how and where you save is equally important. Travel Awaits discusses what you should consider to help your money last in retirement.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article:…

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Are You Ready for Retirement? 5 Things You Should Think About First

According to Kiplinger, if you’re nearing retirement, you should consider these five important factors first.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.travelawaits.com/2769174/how-to-avoid-paying-too-much-in-taxes-in-retirement/   Investing involves risk, including the potential loss of principal. Any references…

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3 Retirement Investment Mistakes Older Seniors Should Avoid

As you get older, it becomes more and more important to avoid making mistakes with your money. Nasdaq gives three mistakes that seniors should try to avoid.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.nasdaq.com/articles/3-retirement-investment-mistakes-older-seniors-should-avoid…

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How Does Early Retirement Affect Social Security?

Retiring early may be appealing for some, but there are some drawbacks. In this article, SmartAsset discusses what early retirement could mean for you.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://smartasset.com/retirement/does-early-retirement-affect-social-security Investing involves risk,…

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Roth IRA conversion: 7 things to know

Roth IRAs have benefits like tax-free growth potential and tax-free withdrawals in retirement, but is a Roth IRA right for you? Fidelity lists 7 things you should know if you’re considering converting to a Roth IRA.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies…

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3 Reasons You’ll Be Thankful You Used a Roth IRA

Each retirement account is different and comes with its own perks. A commonly used account is a Roth IRA. In this article, The Motley Fool gives you three reasons you should consider opening a Roth IRA.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies…

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3 Reasons You Could Come to Regret Your Early Social Security Claim

Full retirement age (FRA) for Social Security is between 66 and four months and 67 years old. However, some retirees don’t want until FRA and opt to get their Social Security checks sooner. This article originally published by The Motley Fool gives three reasons why this may not be the best decision.   Enjoy this…

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