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  2. What not to do after losing a spouse or partner: A financial ...

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    Sources. Drop in Credit Score is Fallout from Older Partner’s Death, Center for Retirement Research at Boston College.Accessed November 10, 2024. Survivor Benefits, Social Security ...

  3. Tax Prep: Survivor’s Penalty Can Be ‘Biggest Shock ... - AOL

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    Taxes can be complicated, even moreso in the unfortunate event that your spouse passes away. According to the U.S. Census Bureau, 117.6 million or 46.4% of U.S. adults are single -- nearly every ...

  4. Social Security Planning: Ways to Avoid Unnecessary Penalties ...

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    But the death of a spouse can change your retirement plans in many ways -- including financially.... Skip to main content. Finance. 24/7 Help. For premium support please call: 800-290-4726 ...

  5. My wife and I saved up $73,000 in 529 college savings plans ...

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    Named after Section 529 of the Internal Revenue Code, a 529 can even be used for student loan repayment (up to $10,000) under the SECURE Act of 2019. How a 529 works

  6. 8 ways to take penalty-free withdrawals from your IRA or 401(k)

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    For many people, their biggest stash of savings is hidden away in tax-advantaged retirement plans, such as an IRA or 401(k). Unfortunately, the U.S. government imposes a 10 percent penalty on any ...

  7. Retirement Withdrawal Strategies: Maximize Savings and ...

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    Other Plans and Employer-Sponsored Accounts. Here are a sample of other plans and employer-sponsored accounts that have tax implications: 401(k) and 403(b): The contributions in a 401(k) and 403 ...

  8. Worried about outliving your savings? 5 retirement withdrawal ...

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    After taxable accounts, consider tapping into your tax-deferred savings in traditional 401(k) or traditional IRA accounts. These accounts allowed you to contribute pre-tax dollars, reducing your ...

  9. Retirement annuities: Pros and cons of annuity investing - AOL

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    5. Survivor benefits. Annuity contracts offer several options for what happens to an annuity after you die, though they vary by annuity and insurer. The contracts will typically offer an option to ...

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