Tag: Social Security

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When I Claim My $2,950 Social Security, Will My Wife Automatically Get a Spousal Benefit?

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What’s a Realistic Retirement Budget? I’m 55 With $490k Saved, Making $80,000 Annually.

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6 Things That Worry Retired Boomers Most About the 2025 Social Security COLA

Are you a retiree who would also be considered part of the baby boomer generation? If...

I’m Already Taking Social Security at 65. Can I Still Convert $830,000 From My 401(k) to a Roth IRA?

Late-stage Roth conversions are a common question. Often, people ask whether they can move their retirement...

Ask an Advisor: I’m 63 With No Nest Egg. Can I Still Build Savings or Do I Need to Rely on Social Security?

I’m 63 and have zero retirement, just Social Security benefits. How can I begin saving? And...

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