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Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
May 30 -
Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.
May 29 -
Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 25 -
Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.
May 21 -
The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.
May 18 -
There are only two ways to transfer IRA assets tax free in a divorce proceeding.
May 15 -
For some couples, the fact that they have been drifting apart could be masked by the attention devoted to their careers or raising a family.
May 8 -
Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.
May 7 -
The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
May 4 -
Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.
May 1