Retirement planning

December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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November 4, 2021

Seniors Use Crowdsourcing to Evaluate Areas to Retire

On average, two-thirds of Americans 65 or older would prefer to age in place, while the other one-third would want to live…

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