Retirement

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Asked by an anonymous user
Answered by Kim Miller PRO+
CFP® in Redmond, WA
You don't mention how much you expect to get from Social Security. You can get an updated benefit estimate at their website: www.ssa.gov. Are you max funding your re...
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Asked by dan
Answered by Kim Miller PRO+
CFP® in Redmond, WA
A competent planner will be considering the impact of taxes on your retirement income. To do so, we have to start with gross income and look for ways to lower/minimiz...
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Asked by an anonymous user
Answered by Kim Miller PRO+
CFP® in Redmond, WA
I don't see anyone here mention that collecting SS @ 62 and continuing to work will cause a takeback of the SS benefits. For every $2 of earnings over the threshold o...
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Asked by Kathleen
Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
This is an excellent question. Annuities may/may not be an ideal situation for you, but I think it would be in your best interest to compare and understand all your op...
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