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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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Senior couple sits with their financial professional discussing annuities
Retirement Planning

Do annuities have beneficiaries

Learn why annuities need beneficiaries and how inherited annuities are passed on to beneficiaries in this article from Protective.

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Retirement Planning

Retirement income: Is it taxable?

Retirement income tax can be complex, but understanding the rules is crucial for financial planning. Here's what you should know to avoid surprises.

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Retirement Planning

Thinking about retiring during a recession

Retiring during a recession can bring unique challenges, but careful planning can help make it possible. Here's what you need to know.

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Retirement Planning

Retirement planning for women

Planning for retirement is a little different for men and women. These insights from Protective shed some light on the subject and can help women better prepare for retirement.

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Retirement Planning

Retirement planning basics

Discover checklists, explanations and more basic information on retirement planning.

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Retirement Planning

Calculating your Social Security benefits

Estimating how much you’ll receive in Social Security can help you plan for your retirement. Here are some considerations to help you determine the right retirement age for you.

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Retirement Planning

Retirement glossary: Terms you should know

Learn some of the retirement terms and definitions you need to know in order to make decisions for your financial future.

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