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Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17
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Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.
March 14
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The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.
March 11
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The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.
March 10
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A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.
March 4
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Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.
March 4
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The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3
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Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.
February 27
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Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26
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An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.
February 26
