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How your retirement may be taxed

How your retirement may be taxed

  • Post Author:successfulretirementsolutions
  • Post published:September 15, 2022
  • Post Category:Uncategorized

Worried about taxes during retirement? Let’s look at some of the ways different types of retirement income are taxed. Traditional 401(k)s and IRAs On the front end, these tax-deferred accounts…

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Do You Know Your Financial Time Horizon?

Do You Know Your Financial Time Horizon?

  • Post Author:successfulretirementsolutions
  • Post published:August 18, 2022
  • Post Category:Financial Planning

The horizon can tell us quite a bit about what’s coming. On a warm summer night, you can look out at the horizon to see if a storm is brewing…

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Making Sense of the Fed’s Rate Increase

Making Sense of the Fed’s Rate Increase

  • Post Author:successfulretirementsolutions
  • Post published:July 18, 2022
  • Post Category:Financial Planning

 Though many financial experts had long been expecting it, when the news broke on May 4 that the Fed was raising the interest rate by a half point, it still…

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401(k) Mistakes You Have to Avoid

401(k) Mistakes You Have to Avoid

  • Post Author:successfulretirementsolutions
  • Post published:June 21, 2022
  • Post Category:Retirement Planning

401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…

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The Four Phases of Retirement

The Four Phases of Retirement

  • Post Author:successfulretirementsolutions
  • Post published:May 17, 2022
  • Post Category:Retirement Planning

While there’s nothing wrong with dreaming big about retirement, it’s important to remember that how you think about retirement is likely to change over time. No matter how your circumstances…

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Weekly Market Update – 5/16/22

Weekly Market Update – 5/16/22

  • Post Author:successfulretirementsolutions
  • Post published:May 16, 2022
  • Post Category:Market Updates

All data is for the week ended May 13, 2022. Stocks The equities markets were again marked by increased volatility and sharp declines last week. The benchmark S&P 500 was…

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Weekly Market Update – 5/9/22

Weekly Market Update – 5/9/22

  • Post Author:successfulretirementsolutions
  • Post published:May 9, 2022
  • Post Category:Market Updates

All data is for the week ended May 6, 2022. Stocks In a very volatile week, the broad US stock market (S&P 500) declined slightly, by 0.18%. The Russell 2000…

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Weekly Market Update – 5/2/22

Weekly Market Update – 5/2/22

  • Post Author:successfulretirementsolutions
  • Post published:May 2, 2022
  • Post Category:Market Updates

All data is for the week ended April 29, 2022 Stocks   US equities were down sharply last week, with the benchmark S&P 500 dropping 3.26%, the Russell 2000 declining…

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Weekly Market Update – 4/25/22

Weekly Market Update – 4/25/22

  • Post Author:successfulretirementsolutions
  • Post published:April 25, 2022
  • Post Category:Market Updates

All data is for the week ended April 22, 2022 Stocks Equities were down across all the major indices, with the S&P 500 declining 2.74%, the Russell 2000 dropping 3.20%…

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Talk Money Before You Walk Down the Aisle

Talk Money Before You Walk Down the Aisle

  • Post Author:successfulretirementsolutions
  • Post published:April 18, 2022
  • Post Category:Financial Planning

This month, we discuss what you need to know about money and marriage — specifically, what you need to know about paying for a wedding and what financial strategies you…

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Successful Retirement Solutions, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Successful Retirement Solutions, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Successful Solutions, LLC, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.
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