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  2. Ask an Advisor: With a Pension, Social Security, and ... - AOL

    www.aol.com/ask-advisor-im-retired-teacher...

    I am trying to decide if I should pay off my house worth about $750,000. I owe around $120,000 on an adjustable-rate mortgage (ARM). On the other hand, my 4.5% interest rate just ended and I know ...

  3. 5 ways taxes could ruin your retirement savings — and what to do

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    Here are some of the ways that retirement taxes can ruin your savings, ... you may owe taxes on up to 50% of your Social Security benefits. If you earn more than $34,000, you’ll face taxes on up ...

  4. How all 50 states tax retirement income: A ... - AOL

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    New Mexico taxes retirement income using state income tax rates, which range from 1.7% to 5.9% in 2024. Residents ages 65 and older can claim an $8,000 exemption to offset their tax burdens.

  5. What Are the Tax Rates For Different Types of Retirement Income?

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    Interest income from municipal bonds is usually exempt from federal income tax and sometimes from state and local taxes. 5. Invest for the Long-Term, Not the Short-Term

  6. What percentage of your income should go to a mortgage? - AOL

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    For example, if your monthly take-home pay (after taxes) is $4,000, that means up to $1,000 can be spent on your mortgage payment. $4,000 x 0.25 (25%) = $1,000 (maximum monthly mortgage payment)

  7. Is My Retirement Income Taxable? - AOL

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    A 401(k) or IRA account are both popular retirement savings accounts that offer tax advantages such as tax-deferred growth. Pre-tax contributions to traditional 401(k) and IRA accounts are subject ...

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