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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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Researchers blame the immaturity of the system and poor choices made by those planning to retire.November 6
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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
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Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.November 4
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How sequence of returns affects retirement portfolio survival.November 4
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Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.October 31
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Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.October 30
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A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.
