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CONTENT WITH Retirement - Nearing or in
What to do in the years leading up to the big day.
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Have you and your spouse talked about Social Security strategies? Here's why you should.
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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.
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.
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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Fixed indexed annuities can offer investors principal protection and a chance to earn higher returns than some conservative fixed-income alternatives when the stock market rises. Is a FIA right for you?
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Should you take a lump-sum pension payout, or a monthly income stream for life? How to decide.
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Avoiding simple mistakes can extend the life of your portfolio.
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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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Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
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