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Articles in Retirement Planning

Whether you are 25 or 65, it's never too soon or too late to plan for a happy, financially-secure retirement.
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What age should retirement be planned to?

by Larry R Frank Sr Level 20
One of the big discussions in the profession is choosing the age retirement should be planned to. Should it be age 95? Age 100? Some other age? Here’s a good brief discussion on the implications of choosing an age: ...(more)
1 Comment   |  May 24, 2019 from Roseville, CA
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The Illusion of Steady Income?

by Larry R Frank Sr Level 20
  Most people have the illusion that they have steady income. This is another example of recency bias (as it relates to income in this post) where people have become accustomed to their current income and forget it ...(more)
Comment   |  Feb 26, 2019 from Roseville, CA
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Using the IRA/LLC Structure to Invest in Real Estate

by Andrew Martin Level 12
One of the more popular ways to use your self-directed IRA to invest in real estate is by using the IRA/LLC structure. A self-directed IRA requires using a custodian which is responsible for holding and administering ...(more)
Comment   |  Jan 21, 2019
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Invest in Real Estate within Your IRA

by Andrew Martin Level 12
Self-directed IRAs are a little known tool which allows you to invest in real estate (among other things) and get all of the tax benefits that an IRA gives you. There are several qualified retirement plans that you can ...(more)
Comment   |  Jan 21, 2019
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HSAs, One of the Best Ways to Save for Retirement

by Andrew Martin Level 12
Health Savings Accounts are perhaps one of the most underutilized retirement planning tools available. HSAs are arguably one of the most tax friendly ways to save for retirement since they offer a “triple tax benefit”. ...(more)
Comment   |  Jan 21, 2019
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What’s your plan for retiree dental care?

by Larry R Frank Sr Level 20
Most people believe Medicare covers dental – nope – Medicare does not! Some Medicare Advantage plans do (and some don’t – you need to check). Some retirees may have employer provided dental coverage. Check to see if ...(more)
Comment   |  Sep 20, 2018 from Roseville, CA
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Social Security gotchas with WEP and GPO Pensions

by Larry R Frank Sr Level 20
  Two big areas of confusion among people and advisors are the Windfall Elimination Provision(WEP) and the Government Pension Offset(GPO). Although they are often spoken in the same breath, they are really quite ...(more)
Comment   |  Jul 25, 2018 from Roseville, CA
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Dos and don’ts for income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Jan 23, 2018 from Appleton, WI
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Dos and don’ts for fixed income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Feb 12, 2018 from Appleton, WI
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Can you Afford to retire early?

by Richard Andrew Solt Level 12
Some people dream of retiring early. Are you one of them? If so, you’ll need to plan ahead – because a successful early retirement can’t be achieved through last-minute moves. So, if you’re determined to retire early, ...(more)
Comment   |  Nov 29, 2017
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