Planning for health care in early retirement is a crucial component of your overall retirement strategy. If you retire before the age of 65, you won’t be eligible for Medicare, and health care coverage can...
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Converting your traditional retirement accounts into Roth accounts can offer several benefits and open up new opportunities for tax-efficient growth and distribution. Below are five compelling reasons to consider a Roth conversion in retirement and...
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As our parents age, it becomes increasingly important to engage in open and honest discussions about their financial well-being. These conversations may initially feel uncomfortable, but they are essential for ensuring their security and enabling...
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