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Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.September 18
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Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.September 17
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Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.September 4
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Advisors may need to alert clients as to when these checks will be taxable.September 4
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 3
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With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.September 3
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From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.September 1
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Advisors may be able to shift taxable income and potentially save on employment taxes, as well.August 27
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Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.August 27
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Many pin the blame on stagnant or dwindling income, according to a new survey.August 22
