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Which Assets Should You Withdraw First During Retirement?

Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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How Much Should You Withdraw Each Year During Retirement?

How much can you spend during your retirement years without depleting your assets? That’s a tough question. After all, you don’t know how long you will live or what type of investment returns you’ll
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Took an RMD This Year? You Can Put it Back

Joseph called attention to an issue in a recent Friday roundup that we thought important enough — and relevant to enough of our readers — to warrant a separate article. The issue? That if you took a required minimum
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CARES ACT Provides Pandemic-Related Aid to Taxpayers, Retirees

Congress and the White House are trying hard to counteract the financial fallout from COVID-19. Here's what that means for you.
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When a “Bucket Strategy” Shines

If you're retired, or close to retirement, having plenty of cash on hand allows you to take a bear market in stride. You can calmly wait for your stock-based investments to recover.
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Making the Most of What’s Left of the Stretch IRA

A new law has curtailed the stretch IRA, but with the right beneficiary designations and the right conversations, an inherited IRA can still stretch pretty far.
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The Core Building Blocks of Successful Investing

You can't control the behavior of the stock market, but you can control your own investing behavior. Sticking to these five foundational principles will enable you to invest with confidence and make progress toward your
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The New Law of the Land on RMDs, IRA Contributions, and More

Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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The New Law of the Land on RMDs, IRA Contributions, Stretch IRAs, and More

Shoppers aren't the only ones hustling and bustling as Christmas approaches. The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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A New, Better Process for Getting Started With MoneyGuidePro

MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
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