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Jerry provides content in partnership with several publications and companies. Contact him at jsg@goldenretirement.com or call him at at 917-975-5116 for details.


Why a Top 10 List of Annuity Companies is Not a Place to Start

To find the annuity that’s right for you, start by asking yourself a series of what if questions.

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Retirement Income Defined: Knowing What it is Helps You Achieve Your Goals

There are several types of income, but they’re not all created equal. Some are more stable and reliable than others. The key to your retirement plan? You need the right income mix to make your money last.

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Defuse the Tax Bomb That Threatens Retirement

If a large part of your retirement savings is in an IRA or a 401(k), you could be facing a significant tax bill in the future. Here are some ways to minimize your taxes while maximizing your retirement income.

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Don’t Be Fooled: 6 Common Retirement Misconceptions

Conventional wisdom can steer retirement savers wrong. So, don’t just follow the standard financial advice: Challenge convention instead.

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The Problem with Your ‘Magic’ Retirement Number

Calculating how much to save for a secure retirement has one major flaw: To do the math, you have to rely on averages. The problem? You aren’t average.

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Decode Annuities to Find the Best Fit

A stream of guaranteed income from an annuity can provide peace of mind that essential expenses will be covered if you live well into your eighties or nineties.

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Build your retirement plan with the Three L’s

You know about the Three R’s of schooling — reading, ’riting and ’rithmetic – that continue to form the foundation of education even as it becomes much more complex and sophisticated.

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Income Power Video: How to Enjoy your Retirement without Stress

Income Power is a simple concept that allows you to calculate exactly how much income you can produce from the retirement savings you have. To answer your questions, I created an Income Power video, which tells the story of Tom and Janet.

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10 Retirement Building Blocks for a Long, Financially Strong Life

In a world where political ideas come and go, trends surge and falter, revolutions bloom and then fade, a few foundational concepts for retirement remain true: Income is of prime importance . . .

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Financial Independence means having a plan for retirement income

Maintaining your financial independence throughout your life is dependent on the plans you make to create retirement income.

When you are working, you have to decide how much to put aside for your retirement savings account. You have to plan for your kids’ education, you plan for owning or renting your primary residence, and to take care of your insurance needs, plus a whole lot of other decisions.

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Why Working Past 65 Can be Doubly Rewarding

The typical retirement plan devised by a financial advisor will call for you to manage your investments in stocks, bonds and cash so that they last through your projected life span.

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6 Retirement Misconceptions

In an effort to keep things simple for people who are nervous about retirement – whether they are 42 or 62 – conventional planning strategies focus on how to save and invest money. If you save X amount and invest wisely you will live happily for N years. That is how retirement misconceptions begin.

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Single Women Confront Unique Questions as They Plan Retirement

In many ways, single women face the same problems as men when they consider how to retire with enough income, with one exception: They worry more.

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Single Women and Retirement Savings

In many ways, single women face the same problems as men when they consider how to retire with enough income, with one exception: They worry more.

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How to Defuse the Tax Bomb in Your Retirement Plans

Remember: the accumulated earnings are just tax-deferred

In the retirement plans and other savings of every unsuspecting investor resides a surprise package from the Internal Revenue Service (IRS) that could blow up your retirement planning process. I call it a “tax bomb.”

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