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Retirement

Three Regrets of Retirees

Submitted by Madison Planning Group on October 23rd, 2019

Three Regrets of Retirees

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1

Considering their most common regrets may help you avoid making the same mistakes.

Tags:
  • Debt
  • Retirement
  • Retirement Planning
  • Social Security
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There's Still Time to Contribute to an IRA for 2018

Submitted by Madison Planning Group on February 22nd, 2019

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018).

Tags:
  • IRA
  • Retirement
  • Retirement Planning
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
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2019 Retirement Plan Contribution Limits

Submitted by Madison Planning Group on February 19th, 2019

Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to ensure you're setting aside enough money for the future. But do you know how much you're allowed to contribute?

Tags:
  • Retirement
  • Tax Planning
  • Taxes
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On the Road to Retirement, Beware of These Five Risks

Submitted by Madison Planning Group on September 18th, 2018

On the Road to Retirement, Beware of These Five Risks

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour.

Tags:
  • Retirement
  • Retirement Planning
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Do You Plan to Work in Retirement?

Submitted by Madison Planning Group on September 10th, 2018

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Tags:
  • Retirement
  • Retirement Planning

Marriage and Money: Taking a Team Approach to Retirement

Submitted by Madison Planning Group on May 17th, 2018

Marriage and Money: Taking a Team Approach to Retirement

Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts.

Tags:
  • Relationships
  • Retirement
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How does working affect Social Security retirement benefits?

Submitted by Madison Planning Group on March 13th, 2018

How does working affect Social Security retirement benefits?

If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you're still employed. The answer is yes.

Tags:
  • Retirement
  • Social Security
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How Much Annual Income Can Your Retirement Portfolio Provide?

Submitted by Madison Planning Group on February 2nd, 2018

How Much Annual Income Can Your Retirement Portfolio Provide?

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate.

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  • Retirement
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Why is it important to factor inflation into retirement planning?

Submitted by Madison Planning Group on January 24th, 2018

Why is it important to factor inflation into retirement planning?

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're accumulating assets for retirement, but it will continue to rise during your retirement, which could last 25 years or longer.

Tags:
  • Inflation
  • Retirement
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A Retirement Income Roadmap for Women

Submitted by Madison Planning Group on January 12th, 2018

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren?

Tags:
  • Retirement
  • Women
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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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