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Retirement
Can a CSRS Retiree Collect Spousal Social Security?
Determining whether a Civil Service Retirement System (CSRS) retiree can collect spousal Social Security benefits…
How to Max Out Your 401(k)
Approximately 86% of 401(k) participants don’t save the maximum allowed amount in their tax-advantaged employer-sponsored…
How to Choose an IRA Provider
A key decision associated with retirement planning involves choosing where to open and maintain an…
What Is the VA Survivors Pension?
Losing a loved one who served in the military can be an emotionally and financially…
What Is a Pension Trust?
Pension trusts are specialized financial arrangements that play a pivotal role in managing and disbursing…
What to Do If You Want to Retire in 5 Years
If you’re planning to retire in five years, now is the time to ensure your…
What Is a Nonqualified Retirement Plan?
Unlike 401(k)s and similar workplace retirement plans, nonqualified retirement plans are not bound by the…
What Is a Trigger Rate in an Annuity?
Annuities can be a valuable tool for ensuring a steady income stream and managing financial…
Ultimate Guide to Social Security in Massachusetts (MA)
Massachusetts participates in the Social Security system a little differently than most states. Massachusetts residents…
Ultimate Guide to Social Security in New York (NY)
If you live in New York, you can apply for Social Security benefits online, by…
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for…
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target Date Fund or an Annuity?
Annuities and target date funds are popular assets for households who are either saving for…
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