Your Retirement Handbook

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This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Retirement Fact Sheet

A Retirement Fact Sheet

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.    Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition
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Sequence of Returns

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations
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Spotting Credit Trouble

Spotting Credit Trouble

How to check for problems. Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual.1 The wise use of credit is a critical skill in today’s world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning signs
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Inventorying Your Possessions

Inventorying Your Possessions

It is helpful for insurance purposes. It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can
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Medigap
Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C. These are the two Medicare Supplement policies that cover Medicare’s Part B
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Required Minimum Distributions

That First RMD From Your IRA

What you need to know. When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If you fail to take your annual RMD or take out less than the
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