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Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire

Carson Wealth

The transition from employment to retirement can be complex. Not only will cash inflow stop, but you will also be taking money out of all these accounts. Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. Suddenly, that will slow or stop.

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More than Just Health Insurance: Understanding and Leveraging Your Employee Benefits

Carson Wealth

Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more. High-deductible plans often include Health Savings Accounts (HSAs), which can be a surprising retirement planning tool if utilized properly.

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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

Indexed Annuities: The New Retirement Pensions? Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. In other words, the large majority of us can no longer rely on our employers to fund our retirement plans. Follow Follow Follow Follow Follow Follow.

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Retirement Planning for Generation X

Integrity Financial Planning

What should Gen X being doing right now as they inch their way closer to retirement age? How much should Gen X have in their retirement accounts and when should they reach out to a financial advisor? There are so many decisions that Gen Xers are making right now, which can help retirement be a success. percent to 9.6