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Certain clients will have to take a taxable distribution from the account every year.
July 17
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Socking away all retirement savings in traditional 401(k) and IRA accounts may no longer be wise.
July 9
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Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.
July 6
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“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.
June 15
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We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.
June 8
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To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”
May 31
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Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
May 30
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Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.
May 29
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Short-term returns are mostly noise, which, by definition, largely cancels itself out over time
May 25
