Retirement Planning

Retire early at 55 – What are the things that you should always keep in mind?

By Patricia Sanders   For preparing a financial plan, early retirement age is defined as any age before 65. As per the rule, a per can’t be eligible for Medicare benefits until the age of 65. So, if you retire early at 55, you must prepare other plans to get adequate health insurance coverage for …

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The most misunderstood Roth IRA conversion tax rule

By Ed Slott   Once Roth IRA funds have been held for five years and the Roth owner is 59½ years old, there are no more tax rules to know because all distributions will be tax- and penalty-free forever, including distributions to beneficiaries. These distributions, known as “qualified distributions,” are the holy grail for Roth …

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