Category: Retirement Planning

Required Minimum Distributions

RMDs are distributions that people aged 72 or older must take from their retirement accounts each year as mandated by the government. When you withdraw

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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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