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Best Social Security strategies

Since Congress voted last year to end two Social Security loopholes, many married couples have been searching for other strategies to maximize their benefits. For some couples, there still is time to take advantage of the loopholes—which have boosted retirement income for many couples by tens of thousands of dollars—before they disappear. For people who…

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Good credit in retirement

Most people try to be debt-free by the time they retire. As you start to draw down your savings, you may find you’re no longer using credit at all. Almost half of baby boomers say that they believe their credit score will be less important after age 70, according to a recent survey from credit…

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Support your favorite charity now

Why wait until you die to have your money do good things for your favorite charity? Get a tax advantage now and see your money at work in your favorite charity. How can this be done?  A charitable remainder trust.  You can retain an income from the trust and whatever principal is left when you…

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Focus on “spending less” rather than “saving”

“Save, save, save!” is the mantra often counseled in every retirement story that you read.  However, there are some experts who suggest we focus more on “spending less” than on saving. “People need to focus more on spending,” says Ross Levin, certified financial planner and president of Accredited Investors Inc. in Edina, Minn. “That’s where…

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Using your IRA to support church or charity

How can you use your IRA to support the things you care about?  Here’s an idea.  Unless an IRA is a Roth, the account owner must take these distributions starting at age 70½ and pay tax on the withdrawals. With the charitable IRA rollover, the donation, of up to $100,000, can count towards the minimum required…

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More than 80% of retired Americans are stressed about their finances and health.  Joining them are the over  78 million Baby Boomers in the next decade.  Most are woefully unprepared.  The Retirement Peace Project provides non-commercial retirement education, planning and ongoing coaching.

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