Seniors who relocate in retirement must meet residency requirements before they stop paying income tax to their former state.
Steve McDonald
Steve McDonald is the Bond Strategist of The Oxford Club. He is Editor of Oxford Bond Advantage, and Contributing Editor to The Oxford Income Letter and Wealthy Retirement. Click here for his full bio.
Steve McDonald
Steve McDonald is the Bond Strategist of The Oxford Club. He is Editor of Oxford Bond Advantage, and Contributing Editor to The Oxford Income Letter and Wealthy Retirement. Click here for his full bio.
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Many seniors who begin making required minimum distributions get hit with unexpected taxes – but with a little-known strategy, they can save dramatically.
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Retirees who don’t update the beneficiaries to their retirement accounts often leave the intended recipients empty-handed.
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Retirees are getting hit with a nasty surprise when they begin making required withdrawals.
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Long-term, high-yield bonds may be tempting, but devaluation and poor fundamentals will cost investors in the long term.
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Some financially independent retirees choose to work part time to stay socially active.
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Volunteer programs are trying to succeed where Social Security has failed: providing a safety net for seniors in need.
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Two-Minute Retirement Solutions
With No Will (and No Advocate) There’s No Way
Tuesday, January 22, 2019Seniors who don’t specify medical advocates can face healthcare nightmares as they age.
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Seniors should not settle for the minimum Social Security payout they will receive if they retire at 62.
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Diversification, short maturities and laddering can help investors optimize the stability of their bond investments.