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Retirement
I Waited to Take My First RMD Until April 1st. Will This Affect My Second Year’s RMD?
Unlike most personal finance questions, the answer to this one is short and simple: yes,…
What Is a Retirement Visa?
The allure of living abroad can promise a better climate, a lower cost of living…
What Is a Pension Trust?
Pension trusts are specialized financial arrangements that play a pivotal role in managing and disbursing…
What to Do If You Want to Retire in 5 Years
If you’re planning to retire in five years, now is the time to ensure your…
What Is a Nonqualified Retirement Plan?
Unlike 401(k)s and similar workplace retirement plans, nonqualified retirement plans are not bound by the…
What Is a Trigger Rate in an Annuity?
Annuities can be a valuable tool for ensuring a steady income stream and managing financial…
Ultimate Guide to Social Security in Massachusetts (MA)
Massachusetts participates in the Social Security system a little differently than most states. Massachusetts residents…
Ultimate Guide to Social Security in New York (NY)
If you live in New York, you can apply for Social Security benefits online, by…
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for…
When I Claim My $3,500 Social Security, Will My Wife Automatically Get a Spousal Benefit?
Understanding the nuances of spousal benefits is crucial to maximizing your household’s Social Security payments.…
What Happens to My Pension if My Company Goes Bankrupt?
The thought of your company going bankrupt is unsettling, especially if you were expected to…
What Is a Retirement Visa?
The allure of living abroad can promise a better climate, a lower cost of living…
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