Tag: financial advisor
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RMD Timing: Is It Better to Withdraw Early or Late in the Year?
People often think they don’t have any choice about taking the IRS-mandated required minimum distributions from their retirement accounts – but they do. While...
84% of Retirees Are Getting This RMD Rule Wrong, Study Finds
Using an RMD approach, a retiree simply sticks to the minimum required distributions each year. This strategy does have several notable advantages over a...
I’m Getting $3,500 a Month in Social Security – How Can I Cut My Tax Bill?
Social Security can generate real income.The more you earned during your working life, up to each year’s income caps, the more you receive in...
Survey Reveals 80% of Americans Oppose Raising the Retirement Age
The amount of anxiety surrounding financial security in retirement was reflected throughout the Quinnipiac poll.For instance, the top personal financial concern for respondents between...
Why Retirees Can’t Rely on Medicare for Healthcare Expenses
A new study by the Employee Benefit Research Institute has some hard numbers about what it will cost to pay for your health care...