Retirement
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Roth Conversion Timing: Should You Convert Early in the Year? End it? Or, Spread Them?
A Roth conversion is one of the best planning methods for managing taxes throughout your life. Used judiciously, they can…
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8 Reasons Why Financial Decisions Fail (and What Really Works)
Every year, millions of people make financial decisions: save more, spend less, get out of debt, finally “settle” for retirement.…
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Why is Australia’s Retirement System Better than America’s? – Center for Retirement Research
Our Social Security system is well built, but it has one major flaw. I’ve been scratching my head since President…
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How Many and Who Are They? – Center for Retirement Research
Two recent reports on family caregivers capture the scope and nature of care work. In terms of the number of…
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Will Retirees Use Their R14.39 Trillion in Home Equity Profitably? Backup Plan? As a legacy?
If you own a home, it was probably one of the smartest financial moves you ever made. Home Ownership Has…
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10 Ways to Get Lucky With Money (Also, Why Luck Is More Important Than Talent and Hard Work for Financial Success)
If you have at least a few hundred thousand, you’re probably feeling at least a bit nervous about the stability…
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New Year’s Resolutions for 2026 – Retire by 40
Happy New Year!!! 2026 is here, and it’s time to start over! Isn’t it great to have this opportunity every…
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Who Claims Social Security While Working – And Why Do They? – Center for Retirement Research
Social Security was originally intended for retirement. Many older people, however, report receiving both wages and Social Security benefits. That…
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More Than Money: Our Favorite Editor’s Retirement Planning Articles from 2025
Every year, we publish hundreds of articles designed to help you plan for the future you want. Some become our…
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Tips, Lists, and Hints: Boldin’s 15 Most Clicked Articles in 2025
Each year, millions of readers turn to Boldin for practical guidance on retirement planning—what to do, when to do it,…
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