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Retirement

Retirement planning for savvy investors.
CONTENT WITH Retirement

Retirement planning for savvy investors.

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We break down which retirement accounts—IRAs or 401(k)s— may be right for you.
Moving to a smaller house can have many financial advantages. Here’s what you should consider from a tax perspective.
With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.
Inflation pressures are growing. What does that mean for your retirement savings?
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Should you take a lump-sum pension payout, or a monthly income stream for life? How to decide.
Three reasons to consider contributing to a Roth 401(k), if available.
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Three steps to determine if you’re prepared to weather an earlier-than-expected exit from the workforce.
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Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.
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If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
If your income is too high to contribute to a Roth IRA, there’s another way in—but it comes with some caveats.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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