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Those who can't downsize can still rent out a portion of their property to help cover expenses.
June 22
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“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.
June 18
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A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.
June 13
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Ten states and one city have already taken steps to offer government-facilitated retirement programs.
June 13
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The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.
June 7
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The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.
June 6
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About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.
June 5
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To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”
June 1
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Workers who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
May 31
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Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.
May 30
