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Browsing Tag

Retirement planning

74 posts
  • Retirement Planning

Gifting to Grandchildren: Helping Family Without Hurting Retirement

grandchildren gifting retirement planning
Explore how to gift wisely to your grandchildren while ensuring your retirement remains secure, and discover the strategies that can make it possible.
  • Anne
  • December 27, 2025
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  • Bitcoin IRA

Adding Crypto to Your 401(k): 2025 Reality Check

crypto in retirement plan
Stay informed about the potential of adding crypto to your 401(k) by 2025 and discover the crucial risks that could impact your retirement.
  • Anne
  • December 23, 2025
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  • Annuities

Annuities Inside Your IRA: What to Know Before Buying

ira annuities considerations
Maximize your retirement savings by understanding the key factors of annuities in your IRA—what crucial details might you be overlooking?
  • Anne
  • December 22, 2025
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  • Retirement Planning

Charitable Giving in Retirement: Donation Strategies & Taxes

retirement charitable donation strategies
Unlock the secrets to impactful charitable giving in retirement and discover how smart strategies can enhance your legacy while minimizing tax burdens.
  • Anne
  • December 21, 2025
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  • Retirement Planning

HSAs in Retirement: A Health Savings Safety Net

hsas for retirement savings
Unlock the potential of HSAs as a vital retirement tool; learn how to safeguard your future healthcare needs effectively.
  • Anne
  • December 18, 2025
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  • Retirement Planning

Sequence of Returns Risk: New Retirees and Market Swings

retirement market volatility risks
When facing market swings, new retirees must understand Sequence of Returns Risk to safeguard their future, but what strategies can truly protect their savings?
  • Anne
  • December 15, 2025
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  • Gold IRA

Is Now a Good Time to Start a Gold IRA? Factors to Consider

timing and investment considerations
Uncover the critical factors influencing whether now is the ideal time to start a Gold IRA and how it could shape your financial future.
  • Anne
  • December 13, 2025
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  • Annuities

Annuity Laddering: Staggering Contracts for Steady Income

staggered income stream
Strategically staggering annuity contracts can secure steady income in retirement; discover how this approach can enhance your financial stability.
  • Anne
  • December 13, 2025
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  • Retirement Planning

Retiring Abroad: Financial Planning Considerations

international retirement financial planning
Learn essential financial planning considerations for retiring abroad and discover how to secure your future in a foreign land. What crucial steps should you take?
  • Anne
  • December 12, 2025
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  • Annuities

Lifetime Income Annuities: Can You Outlive Your Money?

guarantee of lifelong income
Join the journey to uncover how lifetime income annuities can safeguard against outliving your money—discover the essential options you may be overlooking.
  • Anne
  • December 10, 2025
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crypto ira trading risks
  • Bitcoin IRA

Trading Crypto Within an IRA: Tax Advantages & Pitfalls

Benefits and pitfalls of trading crypto within an IRA can significantly impact your…
  • Anne
  • December 29, 2025
diversify meme coin holdings
  • Memecoins and Altcoins

Meme Coin Diversification: Balancing Tokens in Your Portfolio

Achieving optimal returns in meme coins requires strategic diversification; discover…
  • Anne
  • December 29, 2025
gold as crash insurance
  • Gold IRA

Gold as Portfolio Insurance: How It Performs in Crashes

Just how does gold serve as a vital safety net for your investments during market…
  • Anne
  • December 28, 2025
ancient rome to modern
  • Annuities

The History of Annuities: From Ancient Rome to Today

Since Ancient Rome, annuities have transformed significantly; discover how their…
  • Anne
  • December 28, 2025
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