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Social Security Retirement Benefits: The Mini Series

INTRODUCTION In my most recent installment of this series, I wrote about a few hard to believe nuances of Social Security benefits. In this final installment, we are going to meet Pat and Val, a married couple with gender-neutral names, and review some simple and more complex Social Security planning strategies available to them. In the following comparisons: Val and Pat are the same age Their “full retirement age” (FRA) is 66 Val’s benefit at FRA is $1,000 Pat’s benefit…

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Roth Accounts and Required Minimum Distributions

By Kath Suchan Siblings, you got to love them. First of all, I am the “baby of the family” and sometimes it is difficult for my five older siblings to realize that I may know just a bit more than they do when it comes to financial planning issues. There are times I feel like I am a five years old again carrying on the “Is so,” “Is not,” “Is so,” “Is not” intellectual exchange. This article is a result…

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