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Browsing Tag

tax brackets

3 posts
PPersonal finance
A Retiree’s $40,000 Dividends Suddenly Makes 85% of Social Security Taxable
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A Retiree’s $40,000 Dividends Suddenly Makes 85% of Social Security Taxable

  • January 25, 2026
Schwab Dividend ETF (SCHD) and Vanguard High Dividend ETF (VYM) generate $20,000 to $30,000 in annual dividends. Combining…
PPersonal finance
People
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7 Line Items Retirees Should Double-Check on Their 2025 Tax Returns

  • January 20, 2026
©Shutterstock.com Filing a tax return in retirement can be complex, especially when income comes from multiple sources such…
PPersonal finance
Should I Use My Retirement Savings to Pay Off My $80K Mortgage?
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Should I Use My Retirement Savings to Pay Off My $80K Mortgage?

  • September 23, 2025
I owe about $80,000 on my mortgage and will be retiring within a year but I want to…
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