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Which is better? An SEP plan or solo 401(k)?
July 9 -
But health care is probably more expensive.
July 8 -
Those with 1099 income have several tax-advantaged options.
July 5 -
These super savers have a few tricks up their sleeves to reach their goals.
July 3 -
An otherwise simple strategy has many pitfalls.
July 2 -
A client's retirement savings depends on four key factors, says the leading RIA executive.
July 1 -
Only 4% of U.S. retirees are waiting until they turn 70 to claim benefits, the age when payments reach their maximum level.
June 28 -
Careful planning can help prevent them from shrinking their benefits based on misperception.
June 27 -
It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.
June 25 -
Superstitions with catchy phrases persist.
June 24 -
Target-date funds can help risk-averse young clients ease into investing.
June 21 -
Target-date funds can help risk-averse young clients ease into investing.
June 21 -
Dual-income couples benefit less from Social Security.
June 19 -
Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.
June 18 -
There are dangerous misconceptions that can lead to financial hardships in retirement.
June 17 -
Early planning for potential tax hikes is key.
June 17 -
Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.
June 14 -
Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.
June 13 -
Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.
June 12 -
Each of these funds has its own way of adding high-octane assets into clients' portfolios.
June 12





















