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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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Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.October 25
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A successful financial plan is contingent on the success of the whole family, according to an expert.October 24
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Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.October 4
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While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.September 17
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Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.September 11
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Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.August 2
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“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.July 29
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For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.July 25
