Retirement Planning - Lifevest Advisors

Retirement Planning

How Required Minimum Distribution (RMD) Rules Change at Age 75—And What to Do NowBusiness

Navigating RMD rules at age 75 can impact your taxes—learn what changes and steps you should consider now to stay compliant.

Charles
September 12, 2025

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Retirement Planning

Turning a Hobby Into Tax‑Advantaged Retirement Income After You Quit 9‑To‑5business

Discover how to transform your hobby into a tax-advantaged retirement income after quitting your 9-to-5, and learn the key strategies to ensure success.

Charles
September 11, 2025

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Retirement Planning

Reverse Mortgage Pitfalls: What Every Retiree Should Know Before SigningBusiness

Many retirees overlook critical reverse mortgage pitfalls that could jeopardize their financial security—discover what you need to know before signing.

Charles
September 9, 2025

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Retirement Planning

The Solo 401(k) vs. SEP‑IRA Showdown for Self‑Employed ProfessionalsBusiness

Offering higher contribution limits and flexibility, the Solo 401(k) and SEP-IRA each have unique advantages—discover which plan suits your business needs.

Charles
September 7, 2025

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Retirement Planning

Bridging the Medicare Gap: How to Budget for Health Care Before Age 65Business

Getting ready for Medicare eligibility requires strategic budgeting to cover healthcare costs, and here’s how you can ensure you’re prepared before…

Charles
September 5, 2025

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Retirement Planning

HSA Superpowers: Funding Health Care Costs—and Retirement—Tax‑FreeBusiness

Navigating HSA superpowers reveals how you can fund health care and retirement tax-free—discover the secrets that can transform your financial future.

Charles
September 4, 2025

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Retirement Planning

Tax Diversification 101: Balancing Pre‑Tax, Roth, and Taxable BucketsBusiness

Getting your retirement savings strategy right involves understanding tax diversification; discover how balancing pre-tax, Roth, and taxable accounts can benefit your future income.