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Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.
February 12 -
Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.
February 10 -
Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.
February 10
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Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
February 9 -
An advisor encourages her client to take advantage of ex-spousal benefits even though the client didnt want anything to do with her ex.
February 9 -
Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.
February 8 -
Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.
February 8 -
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A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.
February 1
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Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.
February 1
