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Of course, any information pertaining to taxes is complex, full of exceptions, and subject to change. This discussion deals with the general rules for taxation of annuities–you should consult a tax advisor for more specific information before you take any action.
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits.
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several areas of disruption in the global production cycle. Tune in to learn more about these bottlenecks and what could happen if they are not resolved in the short term.
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical costs. In this video, learn the benefits of leveraging an HSA, not only to pay your medical expenses but also as a way to save for retirement.
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve worked and the amount you’ve earned. When you begin taking Social Security benefits also greatly affects the size of your benefit.
Medicare won’t cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Original Medicare, helping you fill the gaps in your Medicare coverage.
Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare you for a successful retirement.
Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare you for a successful retirement.
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