Retirement

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Asked by Mike
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - The first action I would take is to make sure you fully fund Roth IRAs for each of you. You can each contribute up to $6,500 to a Roth IRA each year. This is...
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Asked by an anonymous user
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
A good way to think this through is to look at how much you're earning (or it's costing) in each case. For example, the mortgage is only 4.5% interest whereas your cre...
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Asked by Jim
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Jim, You may want to defer taking Social Security until later (age 70) if you do not need the income now. Your benefits will increase by as much as 25%. In addition...
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Asked by Jenna
Answered by Kate Holmes , CFP®PRO+ in Las Vegas, NV
Hi Jenna. You're looking towards the future and ready to move forward - that's great! I also know it's not easy. Before diving right in, it would be good to reflec...
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