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Archive | February 13, 2013

Part Time Retirement and Taxes

Increasing your retirement paycheck means a job. Part time or other.  A common question around this is how are my benefits affected?   A paycheck from work can mean a portion of your Social Security benefits get taxed. If your financial situation is just right—or, more accurately, just wrong—the fact that some of your Social Security  Full Article…


Could Annuities be the Solution to the 4% Retirement Rule

For years, the so-called 4% rule has provided the foundation from which advisors created income strategies from retirement accounts to create income during one’s retirement years.  The rule is simple, tried, trusted, and unlikely to fail – or at least it used to be.  In today’s low interest rate environment, the strategy that has worked  Full Article…