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Each state has its own policies on what types of retirement distributions they tax and how much. These states allow reti...
05/02/2022

Each state has its own policies on what types of retirement distributions they tax and how much. These states allow retirees to stretch their retirement to the maximum by not taxing them at all.

You may be able to stretch your budget by living in a state that does not tax some, or all, types of income drawn from retirement fund distributions.

What differences can high earners expect from their Social Security distributions? Important, must-know answers are all ...
04/29/2022

What differences can high earners expect from their Social Security distributions? Important, must-know answers are all in this week's newsletter.

Here's what you need to know about high-income Social Security.

Inflation is currently the highest we've seen in 40 years. The Federal Reserve responded by raising interest rates by 25...
04/26/2022

Inflation is currently the highest we've seen in 40 years. The Federal Reserve responded by raising interest rates by 25 basis points, but how does that help combat inflation?

Consumers hit with higher prices due to inflation likely aren't looking forward to interest rate hikes from the Federal Reserve. Here's why the Fed does that.

For the first time in six years, the retirement age has stopped increasing. Learn how the new retirement age in 2022 aff...
04/24/2022

For the first time in six years, the retirement age has stopped increasing. Learn how the new retirement age in 2022 affects your benefits.

If you are preparing for retirement and were born after 1960, you'll want to be prepared to wait until you are 67 years old to claim Social Security benefits. That's because full retirement age (FRA)...

If you like my service or have feedback to share, don't forget to leave a review on my site.
04/22/2022

If you like my service or have feedback to share, don't forget to leave a review on my site.

If we’ve worked together in the past and you had a great experience, would you pay it forward with a review? Thanks so much in advance.

Surveys show that Generation X feels less prepared for retirement than previous generations did at the same age. What ma...
04/21/2022

Surveys show that Generation X feels less prepared for retirement than previous generations did at the same age. What makes their circumstances different?

New research by the Society of Actuaries Research Institute finds that Gen Xers do not appear to be as well prepared as older generations for retirement.

Did you know that the costs associated with 401(k) plans have been on the decline? Learn how much fees have dropped year...
04/18/2022

Did you know that the costs associated with 401(k) plans have been on the decline? Learn how much fees have dropped year-over-year and how this may help your long-term savings.

For both small and large retirement plans, average total plan costs for 401(k)s continued to decline in 2021, with plan investment fees leading the way, according to the latest edition of the 401k Averages Book.

Most people saving for retirement choose a 401(k) or IRA, but what if you can use both? This week's email covers what yo...
04/15/2022

Most people saving for retirement choose a 401(k) or IRA, but what if you can use both? This week's email covers what you need to know about a combined savings strategy and who can leverage it.

Save for retirement with a 401(k) and IRA.

Subscribe to the newsletter to get relevant tips and recent news about financial planning twice per month.
04/12/2022

Subscribe to the newsletter to get relevant tips and recent news about financial planning twice per month.

Sign up and stay tuned for this week's posts.

Check out these insights on 2022 fintech funding trends so you can know what to expect (and where to invest).
04/10/2022

Check out these insights on 2022 fintech funding trends so you can know what to expect (and where to invest).

Despite a public market pullback, fintechs are on track to beat 2021's funding record.

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