Category: Retirement Planning

Should You Do A Roth Conversion?

A Roth conversion can be a great financial planning strategy for the right person at the right time. A Roth-type account can provide numerous benefits

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The Long-Term Care Dilemma

This post is the third of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare Expenses Part 2: Understanding Medicare Part

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Is Social Security Going Broke?

Social Security paid out more in retirement and disability benefits in 2018 than it took in via payroll (a.k.a. FICA) taxes. This has been the

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Retiree Healthcare Expenses (Part 1)

This post is the first of a three-part series on retiree healthcare expenses. Part 1: Drivers of Retiree Healthcare ExpensesPart 2: Understanding MedicarePart 3: Factoring

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