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Browsing Tag

Financial advisor

80 posts
PPersonal finance
mint
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EPF interest after retirement at 58 continues until 61. Here’s right time to withdraw your savings

  • July 6, 2026
If you have retired at the age of 58 but have not withdrawn your Employees’ Provident Fund (EPF)…
PPersonal finance
I retired at 63 with $850K, but now my finances are keeping me up at night. How do I know if I really have enough?
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I retired at 63 with $850K, but now my finances are keeping me up at night. How do I know if I really have enough?

  • July 4, 2026
Bonsales/ Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.…
PPersonal finance
Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.
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Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

  • July 4, 2026
Quick Read Verizon (VZ) and Realty Income (O) anchor a 4.7% blended portfolio requiring just $510,000 to match…
BBusiness
Superannuation switching trend sees billions flow out of retail funds, at a risk
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Superannuation switching trend sees billions flow out of retail funds, at a risk

  • June 29, 2026
For many Australians, superannuation doesn’t occupy their routine thoughts until they hit their 40s. By that time, people…
PPersonal finance
mint
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How much should a 30-year-old invest monthly to retire comfortably? Expert guides

  • June 27, 2026
Are you in your 30s? Or late 20s? It is natural that, for you, retirement can seem far…
PPersonal finance
Apple App Store
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The Retirement Portfolio Experts Say Works Best After Age 50

  • June 21, 2026
Ridofranz / iStock.com Retirement planning tends to follow a simple formula: save consistently, invest for growth and let…
PPersonal finance
Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great
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Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

  • June 16, 2026
Quick Read The Senior Citizens League projects a 3.8% Social Security COLA for 2027, well above the 2.8%…
PPersonal finance
The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates
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The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates

  • June 14, 2026
Quick Read Retirees with large traditional 401(k)s can face effective marginal rates near 40% when RMDs, Social Security…
PPersonal finance
A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket
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Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

  • June 14, 2026
Quick Read A $1.2 million 401(k) forces a first RMD near $45,000 at 73, potentially pushing 85% of…
PPersonal finance
A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket
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A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

  • June 12, 2026
Quick Read A $2.1 million traditional 401(k) forces an $85,400 RMD at 75 that, stacked with Social Security,…
PPersonal finance
Finfluencers call it a 'no brainer' to grab Social Security right at 62, despite the penalties — many experts disagree
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Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

  • June 9, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. It’s one…
PPersonal finance
Retiring at 62 With $1.5 Million Means Navigating a $6,000 Annual Gap and Three Years Without Medicare
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Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

  • June 8, 2026
Wes Moss told Clark Howard listeners something most retirees never hear from their insurance broker or their financial…
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