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wiser investment strategies, knowing when it’s best to claim Social Security and developing sustainable retirement The beneficiary designations on your retirement and brokerage accounts, and the life insurance policies

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that tax-free rollover into an HSA (health savings account) from an IRA—but not from a 401(k), 457, or other retirement Reference: Kiplinger’s (April 20, 2016) “Rolling over Retirement Savings to a Health Savings Account”

Retirees should have several money lessons down cold by the time they retire. Next, it’s important to use your retirement savings correctly. Finally, where you retire can be just as important as when you retire. in retirement that are based just on where they live. Before you retire, understand how your state taxes retirement benefits, including Social Security.

Unexpected healthcare costs can put a major dent in a retirement plan. to have early conversations to determine if their parents have included health care costs in their retirement And they shouldn’t neglect health care costs in their own retirement plans. People often fail to add these expenses into their long-term retirement planning.

Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including retirement The Supreme Court has ruled that your beneficiary designations on insurance policies, IRAs, and other retirement

With all of the retirees in the Copper State, it’s common for people to move to the Southwest; however As a result, there’s no one in the retirement community to help them out.

If you qualify for a military pension, you’ll need to think about whether to have your military retirement the monthly pension payout you want your beneficiary to receive, which is deducted pretax from your retirement

If you’re planning to retire abroad, you won’t be able to use Medicare—you’ll need to make alternative

American, regardless of income or assets, is eligible for Medicare to cover his or her health care in retirement Planning for end-of-life care should be part of retirement and estate planning.

Get Serious about Your Retirement Accounts. This can under-develop your retirement nest egg. Figure out how much money you’ll need in retirement, the amount you can expect from Social Security and When you have created your plan, save aggressively, in your retirement accounts and elsewhere, and invest

But some assets don’t get this step-up in basis—like retirement accounts.

in Sacramento County, California, with greater public awareness of these crimes, more baby boomers retiring