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September 2, 2020
Income Planning and IRMAA in Retirement

By Angela Muckler

Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surface... Read more

Retirement

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August 6, 2020
Reframing the Social Security Claiming Decision for Married Couples

By Jeffrey Levine

For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more

Retirement

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August 6, 2020
Relief for Retirement Account Owners

By Buckingham Team

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, e... Read more

Retirement

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June 30, 2020
Minimize Regret Over Maximizing Returns

By Doug Buchan

“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more

Behavioral Finance / Investing / Retirement

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May 6, 2020
The Key To Saving More For Retirement: Using Your Imagination

By Tim Maurer

The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more

Retirement

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April 6, 2020
CARES Act Relief for Retirement Account Owners

By Buckingham Team

Several provisions of the massive coronavirus stimulus package – the CARES Act – signed into law March 27, 2020 deal with retirement accounts and offer relief both to their owners and beneficiari... Read more

Retirement

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August 23, 2019
Why Dismissing Social Security in Your Retirement Plan Is a Mistake

By Jarrett Simpson

When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose of cynicism. Such discussions tend to in... Read more

Financial Planning / Retirement

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May 23, 2019
Planning a Successful and Meaningful Life in Retirement

By Larry Swedroe

While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that... Read more

Retirement

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February 15, 2019
What Does It Mean To Have Enough? It’s Up To You.

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

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October 18, 2018
Why (Prudent) Spending Rates Matter More Than Savings Rates

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

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