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Thursday’s need-to-know money news

April 30, 2015 By Liz Weston

BabyBoomersRetirementSavings_largeToday’s top story: What to do when you’ve reached retirement age and don’t have anything saved. Also in the news: Social Security taxes, learning from your tax filing mistakes, and how to get cash from transferring your retirement account.

You’re Retirement Age With Nothing Saved For Retirement. Now What?
Don’t panic.

For some Social Security taxes can really pile up
A refresher course in Social Security tax basics.

Learn From Your Tax Filing Mistakes
Get in better shape for 2016.

Get Paid Cash to Transfer Your Retirement Accounts
Look for accounts that offer cash bonuses.

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Filed Under: Liz's Blog Tagged With: Retirement, retirement accounts, retirement savings, Social Security taxes, tax filling mistakes

Reader Interactions

Comments

  1. ivan says

    May 3, 2015 at 11:15 pm

    Liz, Is there anything wrong with using a financial planner/advisor that is only registered out-of-state? We have her ADV form and her SEC and FINRA reports do not show any problems and she is a fee-only advisor. We have already used her for a one-time financial plan “check up”, but are now considering whether using her for ongoing retirement and investment management makes sense being that she is only registered out of state.

    • Liz Weston says

      May 4, 2015 at 2:19 pm

      Probably not, unless you live in Florida or Texas, two states that require advisors be registered there.

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