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Special Series

Special Series

Clear, practical guides that make some of retirement's most complicated topics easier to understand.

Required Minimum Distributions in Plain English

Required Minimum Distributions in Plain English

Required Minimum Distributions, usually called RMDs, are one of those retirement topics that sound more complicated than they really are. The basic idea is simple: if you saved money in a tax-deferred retirement account, the IRS eventually requires you to start taking m…

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Medicare Made Simple

Medicare Made Simple

Medicare is one of the most important retirement decisions you will make. It affects your doctors, hospitals, prescriptions, out-of-pocket costs, travel flexibility, and how easily you can get care if your health changes.
The problem is that Medicare does not feel simpl…

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