What Are the Rules for Taking Money Out of Tax-Deferred Retirement Accounts?

Many of us think of retirement as part of the natural order of things. Not long ago, this meant working until you’re about the age of 65, then living off a pension and Social Security benefits. Now, pensions have become less … [Read more...]

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When Is the Best Time For You to Retire?

Nine Important Factors to Consider and the Most Important Factor that Is Often Overlooked  The retirement wave is about to hit. A whopping 4 million Americans are expected to turn 65 every year for the next four years. That … [Read more...]

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Critter Corner: Are Military Families Better Prepared for Retirement?

Dear Angel,My cousin and I are the same age. However, he is enlisted in the US Army, and I worked in the private sector for the past 30 years. He is close to retirement, and I am hoping to be as well but may need a few more … [Read more...]

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Should I Enroll in Medicare if I have Federal Retiree Coverage?   

Q. In your latest article, you discuss how elder care lawyers help seniors with planning in advance for the financial and health concerns that occur as we age. I really appreciate the assistance and advice your elder law firm … [Read more...]

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Critter Corner: How Can Seniors Make the Most of Financial Literacy Month?

Dear Angel,I just read that April is Financial Literacy Month. What are some things I should think about when it comes to Estate Planning and retirement planning this month? Thanks for your help!Fi Nanshill--Dear … [Read more...]

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Is Retirement Good or Bad for Your Mental Health?

Retirement is supposed to be one of the best times in your life. You’ve worked for so many years to finally reach this point, and now you can relax and enjoy your time with family and friends. You can move to a warmer climate if … [Read more...]

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What Is the Financial Impact of Caregiving? New Report Offers Interesting Insights and Valuable Tips

November is National Caregiving Month, a time to acknowledge the family caregivers who provide assistance to older adults, Veterans, people with disabilities, and those with serious and/or chronic health conditions. These … [Read more...]

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What Happens When You Inherit an IRA from a Non-Spouse?

Marty’s brother, Ed, passed away suddenly. He never got married or had children, so he passed everything, including his Individual Retirement Account (IRA), to Marty. During one of the most difficult times in his life, while … [Read more...]

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After the Covid-19 Pandemic—How It Has Impacted Retirement

Jane and Steve were planning on retiring in five years. Now, a year after the COVID-19 pandemic, those plans have changed. When Steve’s business wasn’t doing well this past year, they couldn’t contribute to their retirement … [Read more...]

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