Retirement Finances

From mortgages to taxes to Social Security to general money issues, there are many financial topics that active adults need to know about. You’ll find answers to all your important retirement finance questions here, whether you’re getting ready to retire or need information on different state tax situations.

How to Avoid Taxes on Your IRA Withdrawal

There’s nothing more frustrating than unnecessarily losing a chunk of retirement savings to taxes. Luckily, there are a few ways to reduce or avoid getting taxed on your IRA withdrawal.

How to Pick the Best Retirement Location for You

White sand beaches or towering mountains? Swimming in January or skiing in July? Low property taxes or no sales tax? Living near family or living a permanent tropical vacation? With so many factors to consider, it’s hard to decide where to retire.

How Does a 401(k) Work After Retirement?

401(k). It’s another one of those boring, intimidating finance words that most people don’t know enough about. What happens to all the money you’ve been putting away and how does a 401(k) work after retirement?

Smart Retirement Planning Using Your Smartphone

Understanding the retirement planning landscape can often seem overwhelming or needlessly complicated. Between 401(k)s, pensions, Social Security, IRAs, CDs, and dividends, juggling the various sources of income becomes an exercise in endurance. Thankfully, there’s an app for that.

How to Plan for Retirement When You’re Self-Employed

Being self-employed is convenient. You get to set your own schedule and have the flexibility to switch things up in an instant. One of the drawbacks of being self-employed is planning and saving for your own retirement. Although, saving for your retirement is possible even if you’re self-employed.

3 Reasons to Not Rent in Retirement

Many impending retirees have several questions on their mind “Should I join the flock of snowbirds or stay put”? “Is my income going to be enough to sustain the lifestyle I want in retirement”? One of the most important questions they face: “Should I rent or buy my retirement home?”

Does Every State Require a Real Estate Attorney?

Finding the perfect home and community is time-consuming, exciting, and stressful all at once. However, it’s also replete with unexpected costs. Learn about the details and requirements of real estate attorneys.

Mortgage 101: Retirees Understanding the Basic Terms

It is easy to get overwhelmed by real estate lingo. At an exciting time, like purchasing your new home, you want the process to go as as smoothly as possible. Here are common mortgage terms that will help anyone navigate the murky rhetorical waters of banker-speak.

Top Credit Cards for Retirees

As people head into their retirement years they often look to reduce debt in more ways than downsizing to an active adult community. In addition to cutting costs, some also may get more fastidious about the number of, along with the types of, credit cards they carry. Those who are on fixed budgets may be especially picky because they don’t want higher interest rates or card fees. Others may be looking for the perks that come along with carrying certain cards that may enhance a retirement lifestyle.

Simple Summer Tips to Keep Your House Cool and Bills Low

During the hot summer months, you don’t have to rely on central air conditioning to keep your home cool. There are several simple things you can do to stay comfortable when the weather is hot. These tips are great for homes without air conditioning or if you want to use your air conditioning less often to keep your utility bills low.

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