Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Understand the key financial and lifestyle shifts that happen in your first year of retirement.

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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

You May Need to Make Estimated Tax Payments If…

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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.