Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity.
Retirement
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Taking a pension now or later
When you take a pension will normally make a big difference in your monthly payment.
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A safe and sound investment with a 12% return?
Safe and sound and 12% don’t fit in the same investment sentence.
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My pension: a lump sum or a monthly payment?
A lump sum might sound attractive, but it’s not always the best pension option.
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When a financial advisor doesn't pass the smell test
If a financial advisor makes you nervous, find another financial advisor.
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Tips to evaluate a retirement community
There are lots of questions to ask before you buy into a 55-plus adult community.
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When a financial advisor won't answer your questions
If your financial advisor doesn’t take time to answer your questions, it’s time for a new advisor.
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How to pay for a retirement home
How to fund the purchase of a home when you haven’t sold the old one yet.
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Municipal bonds and low tax bracket investors
Municipal bonds can be a good investment, but they’re not for every portfolio.
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What are my best options for Social Security?
When cash flow is an issue, waiting for the biggest Social Security payment isn’t always an option.
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Selling stock without a broker
In a few steps, you can sell your stock certificates without a brokerage account.
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Is now a good time to buy I-Bonds?
In today’s low interest rate environment, I-Bonds aren’t as attractive as they once were.
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