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Weekend Reading: What You Need to Know About the Confusing Roth IRA Five-Year Rule

If you’re considering converting your traditional retirement account to a Roth IRA, there are tax considerations within the “Five-Year Rule” to be aware of.

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Weekend Reading: Why You Should Be Skeptical of Inflation Panic

Inflation fear is still surging across national media, and for retirees in particular, it’s easy to see why. In some instances, inflation can pose one of the biggest pitfalls to your lifelong savings, so if you’re feeling the panic, this is your signal to pause.

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Weekend Reading: What You Must Know About the Different Parts of Medicare

Whether you’re a first-time enrollee, or simply want to ensure you’re maximizing Medicare coverage, it’s important to understand the benefits provided through each part.

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Weekend Reading: Retirement Planning in the Post-4% World

The four percent rule has been around for over two decades, which begs the question: Does it still hold any truth for today’s retirement planning strategies?

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Weekend Reading: Financial Conversation Starters for Couples

According to a recent study, 31 percent of adults claim money is a major source of conflict in their relationship. It can be an uncomfortable topic partners often tip toe around, but it’s one of the most important areas to ensure you align on with the one you love.

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Weekend Reading: How to Plan Your Retirement When Tax Law is in Flux

We continually hear of tax proposals on the horizon, but the thing about proposals is that they often change, especially in Washington.

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Weekend Reading: Net Unrealized Appreciation (NUA) Tax Strategies for Modestly Appreciated Stock

Staying at the forefront of your retirement tax plan means becoming educated about tax strategies available at your fingertips. One of those strategies involves a Net Unrealized Appreciation (NUA).

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Weekend Reading: The Retirement Rush

A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.

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Weekend Reading: Why Risk Tolerance Questionnaires Don't Work for Determining Retirement Strategies

Risk tolerance questionnaires can be a great starting point in determining how conservative your retirement investment strategies should be; however, they’re not the main solution.

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Weekend Reading: 3 Social Security Do-Over Options

If you’re having second thoughts about your Social Security claiming strategy, the good news is, “do-over” options exist.

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Weekend Reading: 5 Tax-Efficient Wealth Transfer Strategies to Consider Before 2026

A constant that has remained within proposed tax bills from the Biden administration is that most changes will impact the wealthy, so now is the time to consider if – and how – estate tax liability could impact your beneficiaries.

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Weekend Reading: Why Most Financial Plans Fail

Here’s a shocking statistic: About 70 percent of financial planning recommendations are never implemented. Why? It might be a direct result of the advisor you work with, or your natural behavioral finance tendencies.