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Be Careful With Required Minimum Distributions
For Mark Roberts' Use: Once you retire, you will probably begin taking distributions from your retirement account immediately. For most people this happens around age 65 or so, but in some cases retirement doesn’t happen that [...]
6 Surprising Social Security Considerations
For Mark Roberts' Use: Social Security was created way back in 1935, as a way to provide retirees with supplemental income. For most Americans, Social Security is a significant piece of the retirement puzzle so [...]
An Unexpectedly Terrific Retirement Planning Opportunity
For Mark Roberts' Use: When you think about your health insurance policy, you probably don’t consider how it could help you retire more comfortably. Other than staying healthy and productive, what does health insurance have to [...]
3 Common, Yet Drastic, Early Retirement Decisions
For Mark Roberts' Use: You’ve been diligently working and saving for retirement for years now - perhaps decades - and you’re starting to feel antsy about it. Your retirement plans sound so great, that you wish [...]
Do You Still Need That Old Life Insurance Policy?
For Mark Roberts' Use: Once upon a time, you probably purchased a life insurance policy to protect your family from financial disaster. In the event that something happened to you, you didn’t want to leave a [...]
Retiring Early? Consider This First
For Mark Roberts' Use: We all have our own target retirement age, but for most of us it’s around age 65 or a bit later. Even so, sometimes things don’t quite work out the way [...]