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23 articles for people who have done the saving and now need a plan for the spending.
Risk planning for pre-retirees and retirees age 50 and older means identifying, measuring, and strategically managing the financial threats most likely to erode retirement security — including longevity risk, sequence-of-returns risk, inflation, healthcare costs, and income disruption.
Read ArticleInvestment management for pre-retirees and retirees aged 50 and older is fundamentally different from accumulation-phase investing.
Read ArticleMost Connecticut residents approaching retirement will need approximately $1.2 million to $2.5 million in savings to retire comfortably at age 65 — depending on their lifestyle, location within the state, and anticipated expenses.
Read ArticleComprehensive financial planning for pre-retirees and retirees aged 50 and older is an integrated process that aligns your investment portfolio, tax strategy, and income distribution plan into one coordinated approach — designed to support a financially sustainable retirement.
Read ArticleThe single biggest retirement mistake is failing to build a written income distribution plan before leaving the workforce. Without one, even substantial savings can create anxiety, tax exposure, and the risk of outliving your money.
Read ArticleUnderstand how market timing can impact your retirement savings and learn strategies designed to help reduce the impact of early portfolio losses.
Read ArticleA Roth conversion may allow Connecticut retirees to reduce lifetime taxes by moving pre-tax retirement savings into a tax-free Roth account.
Read ArticleA Roth conversion is the process of moving money from a traditional IRA or 401(k) into a Roth IRA, paying income tax now in exchange for tax-free growth and withdrawals later.
Read ArticleConnecticut taxes retirement income differently than most states — and the rules changed significantly in recent years. This guide breaks down exactly how Social Security, pensions, 401(k) withdrawals, and capital gains are taxed for CT residents in 2026, so you can plan with clarity.
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Every article we have published, newest first. 23 in total.
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