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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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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.April 1
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“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.March 18
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Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.March 3
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The spike in the number of older employees in the workplace reflects a trend over the past decade.February 18
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While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.January 31
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Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.January 14
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Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.December 30
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Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.December 16
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Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.December 9
