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Insights & Ideas

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CONTENT WITH Retirement
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Asking these 6 questions could help reduce your taxable income and minimize what you owe come tax season.
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Have you and your spouse talked about Social Security strategies? Here's why you should.
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The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these six tax-smart steps now.
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Annuities can help provide income and protection against market dips—but which kind should you choose? Vice president of income planning Rob Williams explains the differences between immediate fixed annuities and variable annuities.
By taking advantage of the Health Savings Account, you can save more and help prevent medical bills from ruining your retirement plans.
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You have to have earned income to make an IRA contribution, but there are limitations and exceptions.
Retiring overseas may offer lower expenses and idyllic places. Learn 9 financial facts you need to know about taxes, Medicare and more if you are retiring outside the US.
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The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!
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Is borrowing from your 401(k) the best approach when buying your first home?
Investors can use an FIA to transform a lump sum of ‘conservative money’ into a guaranteed stream of income by buying a GLWB rider.
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