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Paying the Bills: Potential Sources of Retirement Income

August 27, 2014
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Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide. Social Security According to the Social Security Administration (SSA), more than 9 of 10 people…

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Frequently Asked Questions: Will I have to pay tax on my investment income?

July 5, 2013
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The taxation of your investment income depends on several factors, including the type of investment income you have (e.g., tax exempt, ordinary, capital gain, or tax deferred). If you have municipal bonds, the interest they generate is typically exempt from federal taxation and state taxation in the state the bonds are issued. The interest may…

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