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The long-awaited legislation to repeal and replace the Affordable Care Act proposes to phase out key parts of the law over several years.
March 7 -
85% of survey's respondents felt that lawmakers don't understand the difficulty they face when building a retirement nest egg.
March 1 -
The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.
February 15 -
Clients can fully deduct their IRA contributions if they have no access to a workplace retirement plan.
February 6 -
Early withdrawals from retirement investments can trigger a hefty penalty.
February 2 -
Concerns about medical expenses are sky-high, but there are solutions.
January 23 -
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Here’s how to help prepare clients for what comes next.
November 9Life Planning Partners -
Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.
November 1