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The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.
March 10 -
So many terms, so little time. Test yourself using our third installment of our quiz series.
February 14 -
Policy owners who take out loans may need a rescue — but not all life preservers are created equal.
January 6 -
How some firms bypass traditional methods and offer points and rewards programs.
November 4 -
Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.
November 3 -
Genworth CEO Tom McInerney has been selling assets so the insurer has enough liquidity after being hit by losses on its long-term care coverage,
October 24 -
Life insurance will become more attractive to sell in the post-fiduciary world because it is one of the few products not encumbered by the regulation.
October 5 -
Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.
August 29 -
Making non-deductible contributions to a traditional account is the first step to a back-door Roth.
August 10 -
With assets in a single account, monitoring gets easier and investors can take a pro-active approach to protecting their portfolio from market volatility.
August 3 -
Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.
May 21 -
Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.
September 22











