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10 Best States for Taxes on Retirees

Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes – and how generous are the property tax breaks for seniors? Are Social Security benefits taxed? What about your other forms of retirement income, including IRAs and pensions? Does the state ...

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4 Simple Steps to Designing Your Retirement Roadmap

Q: I am a newly retired 65-year-old woman who lives alone in New York City. I plan to move to Florida or overseas because the costs are so high. How should I approach the move and other basic questions about my retirement? I don’t know much and need a roadmap! –Tess, NYC A: Funding retirement is ...

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Just In: The 5 Worst States For Retirement In 2016

When planning your golden years, there’s more to consider than just the weather. With a limited income, many retirees also have to consider the financial feasibility of a retirement destination. Kiplinger’s, the personal finance website, recently released its annual list of the 15 worst states for retirement. Taking into consideration some of the top concerns shared by ...

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8 Important Questions To Ask Yourself Before Moving In Retirement

Are you thinking of moving in retirement to downsize, to save money, or to move closer to family? If so, you aren’t alone. According to a study by Merrill Lynch and Age Wave, 64% of retirees have moved, or anticipate moving in retirement and being closer to family members (29%) and reducing home-related costs (26%) are the top two ...

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The Best Places To Retire In 2016

Retirement represents a period of change. For most people, that means less income, but more time to do what they choose. One logical response to both: move to a place with lower costs and attractive lifestyle features–such as good weather, rich cultural and educational offerings, and ample opportunities to stay physically active and to engage in volunteer work. With that in mind, Forbes ...

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Want to Stay Healthy? Retire in One of These 10 U.S. Cities

Wealth can be health Good health and sufficient health-care access are two of the most important factors in building a successful, sustainable life in retirement. Insurance company Bankers Life and its Center for a Secure Retirement research arm recently released a new report, "America's Best Cities for a Healthy (and More Affordable) Retirement," which ranks 60 ...

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