The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate
There's a growing disconnect between how much adult children expect to inherit and how much their aging parents plan on
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Retirees
‘A lot of money on the sidelines’: Calamos Investments thinks ETFs should target CD, money market customers
There may be an untapped market for exchange-traded funds. Source link
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Why millionaires may have already hit their Social Security payroll tax limit for 2024
In 2024, up to $168,600 in earnings are subject to Social Security payroll taxes. Millionaires are set to hit that
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Many workers believe pensions are key to achieving the American Dream. But getting those plans back isn’t easy
Responsibility for retirement savings has shifted from employers to employees. Now, there's new debate as to whether that change has
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Social Security beneficiaries may owe more taxes on their benefits for 2023. How Congress could change that
Record high inflation prompted bigger annual increases to Social Security benefits. But that also may come with bigger tax bills.
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If you want to age in place in retirement, experts say these are the things you should consider
Most adults want to stay in their homes as they age. But many don't properly plan to do so. Here's
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67-year-old American ‘happily retired’ in Mexico: I’m so relieved I did these 3 things in my 20s and 30s
Mexico-based retiree Janet Blaser shares the top things she is glad she did when she was younger. Source link
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A city famous for its beaches is helping residents age in place. What to know if you want to stay in your home
Most adults would prefer to age in place, but high costs and lack of access to care can get in
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High earners have a little-known option to boost 401(k) plan savings: It’s ‘the best place’ to save more, expert says
If your goal is to save the most money possible in your 401(k) this year, these tips can help. Source
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