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5 Ways You Can Maximize Your Social Security Benefits
More than 9 out of 10 current retirees rely at least in part on Social Security benefits to fund their retirement income. The maximum

Federal Employee Retirement Planning | What You Need to Know About the Thrift Savings Plan
While many private-sector workers build their nest eggs through 401(k) plans, federal employees and members of the uniformed services have

Protect Your Retirement Plans against Stock Market Volatility
As you approach retirement, consider how much risk you're willing to take. An annuity can help protect your principle from market loss. Over

Annuities Are Not For Investors, Annuities Are For Savers.
Annuities offer guaranteed income peace of mind against loss. Something the stock market cannot do. Comparing annuities to stocks and mutual

How To Shield Up To 25% Of Your 401k or IRA From RMDs
Coming off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your

What Does Your Advisor Use for Retirement Income Planning Strategies?
As another year passes by, more people join the ranks of retirees. Since 2011, roughly 10,000 baby boomers have turned 65 years old each da

How the SECURE Act Could Change Your Retirement
It's happened. After a nearly unanimous passage in the U.S. House of Representatives, the SECURE Act (Setting Up Every Community for Retir

4 Questions to Ask Your Financial Advisor At Your Annual Review
As the end of the year approaches, now is an excellent time for you to schedule a meeting with your financial advisor. An annual review of

2020 IRS Contribution Limits for Retirement Plans
It's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also

How Much Income Will You Really Need for Retirement?
Calculating how much income you will need for retirement isn’t necessarily an easy task. Your health expenses will probably increase, but yo

How To Close the Retirement Income Gap
When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and whe

Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have

Retirement Tips: How to Protect Retirement Money and Maximize Income
As you gear up for retirement, you may have heard of “safe money solutions.” Are they right for you? It’s an important question, especially

Retirement Tax Planning - How You Can Get More from Your Money
When it comes to taxes, you can be sure that Uncle Sam will want his share. Retirement tax planning can help you make the most of your...














