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Understanding the Tax Implications of Retirement Income
Retirement income comes from multiple sources, and each is taxed differently. Understanding these tax implications can help you manage withdrawals wisely and keep more of your money. Here’s what you need to know.
Max
Aug 252 min read


Is Life Insurance Better Than a 401(k)? Here's What You Need to Know
Last week, we looked at how life insurance can be a smart tool for building retirement income. This week, let's compare it to something everyone knows: the 401(k).
Most people are told to “max out your 401(k)”—and yes, it has its benefits. But what they don’t tell you is that it’s not the only option. In fact, life insurance offers some unique advantages that could make it a powerful complement (or even alternative) to your 401(k), depending on your goals.
Max
Aug 112 min read


Estate Planning for Retirees: Securing Your Legacy
Estate planning is a crucial part of retirement that ensures your assets are protected and distributed according to your wishes. Without...
Max
Jul 272 min read


Avoiding Financial Scams in Retirement: How to Protect Your Money
Scammers often target retirees, taking advantage of their financial security and trust. Staying informed and vigilant can help you avoid fraud and safeguard your hard-earned money. Here are key strategies to protect yourself from financial scams in retirement.
Max
Jul 202 min read
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