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As you approach retirement, it’s important to keep in mind the complexity that comes along with planning to distribute your retirement savings. Leading up to retirement, financial decisions are relatively simple. You decide how much you can save, what type of account to save it in, and how to invest within that account. Once you actually retire and need to use your savings, things get much more complex.
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The threat of recession can leave you concerned about protecting your finances. Here are 5 tips on how to help protect your wealth during a recession.
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Other than taxes, one of retiree's biggest concerns is not losing their hard-earned savings during a stock market decline. For those retiring early, there are less years to save and more years to use one's nest egg, making it even more imperative to have an investment strategy that helps grown AND protect your savings.
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After working for the majority of one's life to save enough to retire, the last thing most potential retirees want to do is give back a large portion of their next egg to the government in the form of taxes. Of course, everyone is required to obey the tax laws and most want to avoid undue penalties or worse, by running afoul of the IRS. But within the limits of the tax code, there are several strategies that early retirees can use to minimize the amount of their assets that are subject to high taxes in retirement.
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