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Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax situation varies from year to year; plus, how to figure out the amount of your client's IRA required minimum distribution.
February 29 -
Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment.
February 29 -
Policymakers and other experts are debating just how much pre-retirement income should be replaced by Social Security; plus, student debt and savings don't add up.
February 28 -
Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.
February 25 -
Over half of people in their 60s have done no retirement planning in the past three years, according to one survey; plus, Medicare's biggest problem is not what your clients think.
February 22 -
Looking for income? These funds have the highest expected dividend payments based on current stock prices.
February 22
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ETFs made investing easier for retail clients, not just in stocks but in riskier areas they may not understand like currencies and bank loans.
February 22 -
Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.
February 18 -
President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.
February 17 -
Asset location in three simple steps, according to Jefferson Nationals Thomas Quinn
February 17
