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Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.
July 17
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Certain clients will have to take a taxable distribution from the account every year.
July 17
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Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.
July 16
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The worry that many clients feel about the possible reduction in their future retirement benefits as a result of Social Security's dwindling trust fund is misplaced, says expert.
July 11
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Analytics for retirement readiness
July 11
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Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest
July 11
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Lindsay Davis, Moderator, Intelligence Analyst, CB insights, Grant Easterbrook, Co-founder, Dream Forward, Shin Inoue, Founder & CEO, ForUsAll, Kai Stinchcombe, Founder & CEO, True Link Financial
July 11
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Lee Conrad, Moderator, Senior Editor, Financial Planning, Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income
July 11
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Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.
July 11
