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Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.
November 12
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”
November 12
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The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.
November 11
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The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.
November 8
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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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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
November 7
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Researchers blame the immaturity of the system and poor choices made by those planning to retire.
November 6 -
The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5
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Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.
November 5
