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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Retirement
Here are four scenarios that may allow you to save even more for retirement.
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While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
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While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
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Avoiding simple mistakes can extend the life of your portfolio.
RMDs can take a toll on your tax bill. Consider these strategies to help reduce the sting.
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Understand how to manage an inherited IRA, as well as the rules and options to make the most of your inheritance.
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If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
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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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How much can you spend in retirement without running out of money? The “4% rule” is a popular rule of thumb, but we think you can do better. Here are our guidelines for finding your personalized spending rate.
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If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
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