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Read more about the article Required Minimum Distribution (RMD)

Required Minimum Distribution (RMD)

  • Post author:jimcooper
  • Post published:March 17, 2025
  • Post category:Retirement

 Definition & Calculation As you prepare for retirement, understanding the Required Minimum Distribution (RMD) is crucial for managing your tax-advantaged accounts. An RMD is the minimum amount you must withdraw…

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Read more about the article Long-Term Care Planning

Long-Term Care Planning

  • Post author:jimcooper
  • Post published:March 17, 2025
  • Post category:Retirement

The Uncomfortable Truth About Long-Term Care You have been thinking about retiring for over 30 years and have spent decades working hard, saving money every month, and building the resources…

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Read more about the article Finding Your Sense of Purpose After Retirement

Finding Your Sense of Purpose After Retirement

  • Post author:jimcooper
  • Post published:March 17, 2025
  • Post category:Retirement

Retirement is a significant life milestone to reach. It is a time to celebrate years of hard work and embrace newfound freedom. However, as many retirees quickly discover, transitioning from…

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  • The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.