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Retirement location "matters just as much to your tax bill as what you have,” an expert says.
November 17 -
Health savings accounts can add substantial value to client relationships, advisors are told at the Schwab Impact conference.
November 16 -
Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.
November 16 -
The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.
November 15 -
Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.
November 14 -
Where your client resides may determine how much they'll need to pay.
November 14 -
A health savings account can be used to cover medical bills and can also be a great savings vehicle for retirement.
November 13 -
Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.
November 13 -
ETFs with specific approaches can yield tactical dividends.
November 13 -