Life Event: Retirement

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Retirement looks different for different people. Whether you travel the world, or downsize to a quiet house and spend time with friends and family, certain issues affect all retirees. Arm yourself with all the information you'll need to enjoy your retirement no matter what it looks like.

Social Security

Medical Insurance and Care

Finances after Retirement

  • Minimize your taxes after you start collecting benefits.
  • Understand your 401K plan.
  • There are many types of IRAs.
  • A Keogh is another type of retirement account.
  • Does your company still provide a pensions?
  • Credit may be more difficult when you're retired.
  • More people are getting divorced later in life.
  • Bankruptcy has affected retirees harder than other groups.

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