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CONTENT WITH Retirement

Retirement planning for savvy investors.

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Converting to a Roth IRA could save you money in retirement.
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Generating an acceptable level of income solely from dividends and interest isn’t realistic for many investors. Consider using your whole portfolio to generate returns from a range of sources, including interest, dividends and growth.
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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.
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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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We break down which retirement accounts—IRAs or 401(k)s— may be right for you.
Don’t let optimistic expectations put your retirement at risk.
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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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How to turn retirement savings into retirement income.
A Roth 401(k) combines characteristics of a Roth IRA with those of a traditional 401(k), offering multiple benefits for retirement savings.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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