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Taking Early Withdrawals From Retirement Accounts

Posted by Scott Farnes on Oct 14, 2020 8:31:00 AM

While taking money out of a retirement fund before age 59 1/2 is usually not recommended, in certain cases, it may be unavoidable, especially during times of economic crisis. If you need cash and have a retirement fund you can tap, here's what you need to know.

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Topics: Personal Finance, Taxes, Retirement, Social Security

Planning and Preparing for a Successful Retirement

Posted by Scott Farnes on Sep 30, 2020 8:11:00 AM

As you approach retirement, it's vital that you pay attention to several important financial matters to ensure a smooth transition. Here are five of them:

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Topics: Personal Finance, Retirement, Social Security, Financial Success

Are Social Security Benefits Taxable?

Posted by Scott Farnes on Mar 24, 2020 8:02:00 AM

Social Security benefits include monthly retirement, survivor, and disability benefits; they do not include Supplemental Security Income (SSI) payments, which are not taxable.

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Topics: Taxable Income, Taxes, Retirement, Social Security