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Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.3h ago
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Retirees will end up locking in substantial losses if they decide to cash out their investments during a bear market to generate income.April 2
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Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.April 1
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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking to for answers that advisors are uniquely suited to provide.April 1
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By extending their working years, seniors can see an increase in their Social Security payouts.March 31
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Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.March 30
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The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.March 27
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In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.March 26
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Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.March 25
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The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.March 25
