Most Americans elect to roll over the balance from their retirement savings account into an IRA when they retire, but this isn’t for everyone.
Kristin Orman
Kristin Orman is The Oxford Club's Research Director. Kristin is a licensed market veteran and former financial services company vice president.
Kristin Orman
Kristin Orman is The Oxford Club's Research Director. Kristin is a licensed market veteran and former financial services company vice president.
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It is still important for seniors to understand the tax code in retirement – in fact, it’s more important than ever.
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It is becoming easier than ever for people to invest on their own terms.
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Many of our readers regret their savings decisions. Are there changes you can make now to be happier later on in retirement?
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Mergers and acquisitions are some of the most profitable events that can happen in a company’s life cycle – for both for the company and its shareholders.
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Many seniors put retirement off out of anxiety about the future, but they should have faith in the plans they have made.
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Paying off debt used to be a mandatory step before retirement – but fewer retirees prioritize it today, which will hurt their long-term cash flow.
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It is important, though often overlooked, for seniors to specify a healthcare advocate as they age.
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For retirees who haven’t met their retirement savings goals, there’s still hope!
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Many of our readers try to time the market even though they know the odds of succeeding are slim. Luckily, there’s a better way to invest.