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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.November 7
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Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.October 31
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With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.October 31
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While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.October 28
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Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.October 25
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A successful financial plan is contingent on the success of the whole family, according to an expert.October 24
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When searching for the right plan, it is important that retirees assume their health will one day change.October 18
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With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.October 1
