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

Carson Wealth

It was not intended to be most individuals’ only source of retirement income. However, some people have not had or not taken the opportunity to save on their own, and guaranteed retirement pensions are becoming an endangered species, replaced by other plans like 401(k)s.

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

Carson Wealth

Investing in an HSA early in your career can help set you up long-term for covering medical expenses in retirement. Pension Plans Although rare today, some employers still offer pension plans that provide guaranteed income in retirement.

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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

Indexed Annuities: The New Retirement Pensions? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. So, what is the most efficient tool for creating your own retirement pension?

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Retirement Planning for Generation X

Integrity Financial Planning

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. 3:13] – When should Gen X be reaching out to a financial advisor about retirement?