Sentences with phrase «paid over the course of retirement»

Here's how: An advisor can help minimize the total taxes paid over the course of retirement by following this withdrawal order: required minimum distributions (mandated by law for investors age 70 1/2 or older who own assets in tax - deferred accounts), followed by dividends and interest on assets held in taxable accounts, taxable assets, and finally tax - advantaged assets.

Not exact matches

Employee contributions are made over the course of employment, and benefits are paid out upon retirement.

For those who are just beginning to invest, finding high quality, high dividend paying investments early and adding to them over the course of a lifetime can result in great sources of passive income and value at time of retirement.

To qualify for Social Security retirement benefits, you must have paid Social Security taxes for at least 10 years (or 40 credits or «quarters») over the course of your lifetime.

According to the calculations shown in the study «The Retirement Savings Drain: The Hidden & Excessive Costs of 401 (k) s» by Robert Hiltonsmith from Demos, an ordinary American household will pay about $ 154,794 over the course of their lifetime in effective total fees, which is 30.3 % of the future balance that they could have at retirement without paying those fees.