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How to Find a College that Fits Your Budget and Your Child
Your Money

How to Find a College that Fits Your Budget and Your Child

  • By Retirement Daily Guest Contributor
    Dec 24, 2020
Ask Bob: Real Estate and Long-Term Capital Gains
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Ask Bob: How can I Manage Capital Gains from My Mutual Funds?

  • By Retirement Daily
    Dec 29, 2020
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How to build a retirement income plan
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Learning Center

Retirement Daily Learning Center: How to Build a Retirement Income Plan

  • By Robert Powell, CFP®
    Oct 29, 2020
Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.
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Ask the Hammer

Ask the Hammer: Will I Get a Stimulus Check?

  • By Robert Powell, CFP®
    Jan 8, 2021

TOP ARTICLES

Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.
Ask the Hammer

Ask the Hammer: Can I Roll My 403(b) Plan Into My IRA?

Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether it's possible to roll a 403(b) plan at a former employer into an IRA?

  • By Robert Powell, CFP®
    Jan 15, 2021
lgbtq
Your Money

Marry or Live Together? Considerations for LGBTQ Couples

Should we marry or live together? Understanding the pros and cons and being proactive is important for LGBTQ couples.

  • By Retirement Daily Guest Contributor
    Jan 15, 2021
qualified charitable distributions
Your Money

Giving Done Right: 10 Ways to Avoid Philanthropy Fumbles

Here are 10 ways to give with examples and approaches to help you avoid philanthropy fumbles.

  • By Retirement Daily Guest Contributor
    Jan 14, 2021
Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.
Ask the Hammer

Ask the Hammer: Should I Use a Margin Account and Options When Investing?

Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether to use margin and options when investing.

  • By Robert Powell, CFP®
    Jan 13, 2021
generations
Planning for & Living in Retirement

Four Steps to Manage the After-Sandwich Generation Years

Beyond the "sandwich generation" is a multi-faceted, mid-generation danger zone that could put your retirement in jeopardy. Adviser Sandra Adams outlines four steps to help manage through this life phase.

  • By Retirement Daily Guest Contributor
    Jan 13, 2021
wedding
NextGen Money

How to Financially Plan for a Wedding

Adviser CJ Miller details the key financial aspects of planning a wedding.

  • By Retirement Daily Guest Contributor
    Jan 12, 2021
Did You Forget to Sign Up for Medicare?
Social Security/Medicare

Did You Forget to Sign Up for Medicare?

If you don’t sign up for Medicare when you’re first eligible, and you don’t qualify for a Special Enrollment Period, you may have to wait until the Medicare General Enrollment Period to enroll.

  • By Robert Powell, CFP®
    Jan 12, 2021
year end planning
Planning for & Living in Retirement

Planning by Design for a Better Life

Life is always better with a plan and planning by design is better than planning by crisis.

  • By Retirement Daily Guest Contributor
    Jan 12, 2021
Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.
Ask the Hammer

Ask the Hammer: What Do Average Taxpayers Need to Know About the Consolidated Appropriations Act of 2021?

Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video what taxpayers need to know about the Consolidated Appropriations Act of 2021?

  • By Robert Powell, CFP®
    Jan 11, 2021
Ask Bob: I Didn't Know About Tax Liabilities on IRAs. What Now?
Your Money

Six Stealth Taxes That Can Derail Your Retirement

Six stealth taxes can increase your income tax liability and reduce your lifetime after-tax retirement income. Planning for each of them should begin long before and continue throughout retirement.

  • By Retirement Daily Guest Contributor
    Jan 11, 2021
Roth IRA
Saving/Investing for Retirement

The Risks of Owning Stocks in Your Roth IRA

Adviser Patrick Kuster explains how you can tilt the overall amount of risk in your portfolio higher or lower depending on whether you place certain investments in your taxable account, traditional IRA, or Roth IRA.

  • By Retirement Daily Guest Contributor
    Jan 8, 2021
New COVID-19 Law Protects Patients Protects From Receiving Surprise Medical Bills
Your Money

New COVID-19 Law Protects Patients From Receiving Surprise Medical Bills

The Consolidated Appropriations Act, 2021 intends to protect patients from surprise bills, limiting patient responsibility to what they would otherwise be responsible for if they had received care from an in-network provider.

  • By Robert Powell, CFP®
    Jan 7, 2021
The High Costs of Cutting Risk
Your Money

Escaping the Trap of Low Interest Rates and Equity Risk Aversion: Two Problems and Two Solutions

Investors with a long time horizon can use behavioral finance tools to maintain significant equity exposure, avoid risk aversion, and generate attractive risk-adjusted returns.

  • By Retirement Daily Guest Contributor
    Jan 7, 2021
Ask the Hammer: Jeffrey Levine of Buckingham Wealth Partners answers Retirement Daily reader questions.
Ask the Hammer

Ask the Hammer: What are Some Good Financial Resolutions to Make and Goals to Establish as You Begin the New Year?

Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video the best financial resolutions to make for the new year.

  • By Robert Powell, CFP®
    Jan 6, 2021
hsa
Planning for & Living in Retirement

Planning for Long-Term Care (LTC) Expenses? Consider an HSA Strategy

Health Savings Accounts (HSAs) offer triple tax savings for healthcare expenses and can act as a “self-insured” long-term care strategy.

  • By Retirement Daily Guest Contributor
    Jan 6, 2021
Vaccine doses purchased with U.S. taxpayer dollars will be given to the American people at no cost
Social Security/Medicare

Is the COVID-19 Vaccine Free?

Vaccine doses purchased with U.S. taxpayer dollars will be given to the American people at no cost

  • By Robert Powell, CFP®
    Jan 5, 2021
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