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6 Ways to Cut Retiree Health-Care Costs
Medicare leaves plenty of gaps for you to pay, but these strategies will help you reduce the tab.
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Try Something New With an Encore Career
Many seniors leaving longtime positions are transitioning to jobs that let them pursue their passions.
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Automatic 401k Saving Features No Fail-Safe to Retirement Success
Employees who rely on low default contribution rates set by employers may end up with an insufficient nest egg.
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Hope for Retirement
I don't foresee a world in which retirees are camped out en masse on the sidewalk.
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Reach Your Retirement Target
Start saving early and let compounding work on your behalf. Otherwise, you may need to stay on the job longer.
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What's Your Retirement Number?
The quick-and-dirty formulas are meant to motivate you to save more.
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Transferring IRA Funds to Charity
Congress has limited this costly tax break to those over age 70˝.
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Help Students by Funding a Scholarship
You can set up a scholarship directly with a university or through a community foundation.
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Tap an IRA Early, Delay Social Security
This strategy could lower your lifetime tax bite, let you collect higher benefits and extend the longevity of your portfolio.
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Reduce the Risks of the New Tax Scenario
Several tax law changes went into effect this year. These moves can help keep your 2013 tax tab in check.
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Protect Digital Assets After Your Death
From social media to online bills, it is essential to plan what will happen to your virtual life once you are gone.
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Seeking Yield, Bond Funds Ramp Up Risk
Study fund holdings carefully as some bond funds have been wandering beyond their traditional bounds.
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Strategies to Pump Up Your Lifetime Income
Low bond yields have raised troubling questions about whether the 4% withdrawal rule still holds up. Here is what works, and what doesn't, when it comes to stretching a retirement nest egg.
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Converting to a Roth 401(k)
More plans now allow rollovers while you’re still on the job, but make sure you have enough money outside the account to pay taxes.
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Obama Proposes Putting a Lid on Retirement Savings Accounts
The $3 million cap sounds reasonable, but that's before doing the actuarial math.
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