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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

Retirement

Best in show: How to find and invest in market leaders

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How to have the most tax-efficient retirement income plan

Should you plan your retirement savings around paying the least amount of taxes? Find out the implications and the...

Retirement

What are call options? Why should retirees care about them?

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Investing

What do high interest rates mean for retirement savings?

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How to use income ETFs for retirement income

Are income ETFs the right choice for retirees? And should you place them in a life income fund that...

Retired Money

Inflation and investments: Heads up if you’re retired or retiring soon

How will inflation affect your investments? Experts dissect what the rising cost of living means for retirees and those...

Retired Money

What is direct indexing? Should you build your own index?

If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...

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How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...