#retirement-planning

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#investing
from24/7 Wall St.
4 weeks ago
Retirement

I'm planning to be '4% flexible' in retirement - will re-evaluating my safe withdrawal annually help me avoid running out of money?

from24/7 Wall St.
3 weeks ago
Retirement

With $850,000 saved and a $500,000 income, we want to retire in the near future - should we shift to dividend stocks?

from24/7 Wall St.
1 week ago
Retirement

I'm 55 with $2.5 million in Apple stock- can I use these capital gains for the first 5 years of my retirement?

from24/7 Wall St.
4 weeks ago
Retirement

I'm planning to be '4% flexible' in retirement - will re-evaluating my safe withdrawal annually help me avoid running out of money?

from24/7 Wall St.
3 weeks ago
Retirement

With $850,000 saved and a $500,000 income, we want to retire in the near future - should we shift to dividend stocks?

from24/7 Wall St.
1 week ago
Retirement

I'm 55 with $2.5 million in Apple stock- can I use these capital gains for the first 5 years of my retirement?

more#investing
#financial-advisors
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#investment-strategy
Retirement
from24/7 Wall St.
3 weeks ago

We're on track to spend our brokerage money until 59 - how do we minimize the tax hit on our equity funds?

Planning for retirement includes considering tax impacts on investment withdrawals.
Retirement
from24/7 Wall St.
1 month ago

I Plan to Retire in 5 Years with $500,000 and Dividend ETF Income

Planning for retirement requires a solid financial strategy, especially when relying on dividend income for living expenses.
from24/7 Wall St.
1 month ago
Retirement

I am planning to retire at age 66 with $800K in my IRA and $2,900 a month from Social Security. Is this possible?

fromIndependent
1 week ago
Retirement

Everyone likes the idea of a tax-free lump sum - but taking it from your pension isn't always the smartest thing to do

Retirement
from24/7 Wall St.
3 weeks ago

We're on track to spend our brokerage money until 59 - how do we minimize the tax hit on our equity funds?

Planning for retirement includes considering tax impacts on investment withdrawals.
Retirement
from24/7 Wall St.
1 month ago

I Plan to Retire in 5 Years with $500,000 and Dividend ETF Income

Planning for retirement requires a solid financial strategy, especially when relying on dividend income for living expenses.
from24/7 Wall St.
1 month ago
Retirement

I am planning to retire at age 66 with $800K in my IRA and $2,900 a month from Social Security. Is this possible?

fromIndependent
1 week ago
Retirement

Everyone likes the idea of a tax-free lump sum - but taking it from your pension isn't always the smartest thing to do

more#investment-strategy
#financial-independence
from24/7 Wall St.
4 weeks ago
Retirement

With $1.1 million in taxable accounts and a $700,000 mortgage, should I rebalance or pay down debt for a guaranteed 4.5% return?

from24/7 Wall St.
1 month ago
Retirement

I'm 65 with $2.5 million stashed in a 401(k) - is it time to stop contributing and avoid a tax nightmare down the road?

from24/7 Wall St.
3 days ago
Retirement

My goal is to retire in four years without touching retirement accounts until 62 - does my retirement plan work?

from24/7 Wall St.
1 week ago
Retirement

We're 43, have $3.5 million saved, and still fly economy - how much do we need before calling it quits?

from24/7 Wall St.
4 weeks ago
Retirement

With $1.1 million in taxable accounts and a $700,000 mortgage, should I rebalance or pay down debt for a guaranteed 4.5% return?

from24/7 Wall St.
1 month ago
Retirement

I'm 65 with $2.5 million stashed in a 401(k) - is it time to stop contributing and avoid a tax nightmare down the road?

from24/7 Wall St.
3 days ago
Retirement

My goal is to retire in four years without touching retirement accounts until 62 - does my retirement plan work?

from24/7 Wall St.
1 week ago
Retirement

We're 43, have $3.5 million saved, and still fly economy - how much do we need before calling it quits?

more#financial-independence
fromFast Company
4 days ago

Why dollar-cost averaging is the smart investing strategy for all us regular folk

Typical investment advice often oversimplifies or complicates matters, leaving average individuals confused. Newbie investors should adopt a habit of consistent investing.
E-Commerce
#social-security
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#pensions
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#financial-advice
fromIndependent
1 month ago
UK news

Your money questions - Am I too late to top-up my contributions to qualify for a better UK state pension?

fromIndependent
1 month ago
UK news

Your money questions - Am I too late to top-up my contributions to qualify for a better UK state pension?

more#financial-advice
#personal-finance
from24/7 Wall St.
1 month ago
Retirement

I am 60 years old and have 80% of my investments in stocks. Is it time to consider moving some into bonds?

from24/7 Wall St.
1 month ago
Retirement

I am 60 years old and have 80% of my investments in stocks. Is it time to consider moving some into bonds?

more#personal-finance
#financial-security
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#dividend-investing
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from24/7 Wall St.
1 week ago

I retired today with $3 million invested and rental income - but why am I nervous about my financial future?

Knowing that you have this option can help you enjoy retirement more since you know you have a way to replenish your money if necessary.
Retirement
#investment-strategies
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#financial-strategy
fromAbove the Law
3 weeks ago
Retirement

Tax-Smart Retirement Withdrawals: The Fine Art Of Not Giving Uncle Sam Your Lunch Money - Above the Law

fromAbove the Law
3 weeks ago
Retirement

Tax-Smart Retirement Withdrawals: The Fine Art Of Not Giving Uncle Sam Your Lunch Money - Above the Law

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fromwww.housingwire.com
2 weeks ago

Global equity release market projected to top $56B by 2035

The monetization of home equity is one solution that continues to gain traction as indicated through this very important report.
Retirement
Retirement
from24/7 Wall St.
3 weeks ago

I want to retire at 55, but my husband will be 67 - how do age-gap couples handle retirement planning?

Syncing retirements in couples with significant age gaps requires planning and a sufficient nest egg.
#financial-stability
fromIndependent
3 weeks ago
Retirement

Eoin McGee answers: 'Our adult daughter still lives at home and is causing so much disruption. We've just inherited 350,000. Should we buy her an apartment?'

fromIndependent
3 weeks ago
Retirement

Eoin McGee answers: 'Our adult daughter still lives at home and is causing so much disruption. We've just inherited 350,000. Should we buy her an apartment?'

more#financial-stability
Retirement
fromwww.housingwire.com
3 weeks ago

Longbridge goes beyond reverse with new HELOC for Seniors'

Longbridge introduces fixed rates for a senior-focused reusable line of credit to enhance accessibility and stability in home equity borrowing.
Retirement
from24/7 Wall St.
4 weeks ago

Is $2,200 a year too expensive for long-term care insurance?

Younger and healthier individuals benefit from lower long-term care policy premiums.
Long-term care costs vary by gender, impacting overall financial planning.
from24/7 Wall St.
4 weeks ago

If I withdraw from my IRA before age 75, will it affect my RMDs?

Withdrawing money from your IRA before age 75 won't count toward your RMDs because you're not required to withdraw funds until age 73 or 75.
Retirement
from24/7 Wall St.
4 weeks ago

I want to retire at age 62 in 5 years with $1.1 million in a 401(k) and a paid-off $475K home; is this possible?

If these goals are important to you and your finances don't allow you to come up with the extra money you need, consider giving yourself a few more years to work.
Retirement
fromEarth911
4 weeks ago

How Climate Change Will Impact Your Retirement Plans-2025 Update

Retirement planning is increasingly complicated as climate change leads to more dangerous conditions for seniors, particularly with the rise in extreme weather events.
Retirement
Retirement
fromFast Company
4 weeks ago

How to think about retirement if you don't have a traditional full-time job

Self-employed individuals face unique challenges in retirement planning due to irregular income and lack of traditional benefits.
Retirement
from24/7 Wall St.
1 month ago

From $100k to $501k: How I Achieved My Net Worth Goal Before 30 - My Journey of Hard Work and Sacrifice

Achieving a net worth of $500,000 by age 30 is possible with strategic saving and increased earnings.
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