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  • 5 Income Streams That Can Support Retirement

    Retirement changes the way income works. Instead of relying on a paycheck, retirees often need to create their own system for generating income from several different sources. That makes retirement income planning about more than accumulating a certain amount of savings. It is also about determining where income will come from, how reliable each source…

  • Understanding Taxes on Social Security Income

    Understanding your tax responsibilities helps you manage your retirement income more effectively. Social Security is an important component of many retirees’ income, and most recipients will pay at least some tax on those benefits. How the IRS Taxes Social Security Benefits The Internal Revenue Service (IRS) determines your tax responsibilities using your combined income. This…

  • 8 Things to Know About an IRA

    There are several types of Individual Retirement Accounts (IRAs), the most common being the traditional IRA and the Roth IRA. Each has its own rules for contributions, withdrawals, and taxes. Understand these differences to choose the plan that’s right for you. 1. You Can Have Multiple IRAs, but Maximum Contributions Are Cumulative The Internal Revenue…

  • 2026 IRA and Retirement Plan Contribution Limits

    Whether retirement is a long way off or right around the corner, planning for it is never set-it-and-forget-it. The Internal Revenue Service (IRS) often increases Individual Retirement Account (IRA) and 401(k) contribution limits to account for inflation. And you need to know that because if you don’t increase your own contributions, inflation may leave you…

  • The Impact of Interest Rates on Your Retirement Plans

    Interest rates are constantly in flux, and many don’t realize that this impacts their personal finances and retirement plans in significant ways. If you have a savings account, loans, investments, or retirement accounts, the decisions you make when interest rates rise or fall directly affect your financial security. Here’s what you need to know. Key…