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    • When Trust Beneficiaries are Right for Your IRA

      Many Individual Retirement Account ("IRA") owners give little thought to naming someone other than a loved one as a beneficiary. It is often a reflex to designate a spouse or child in hopes that your ...

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    • When a Roth Conversion is Right for You

      3 Enticing Benefits of a Roth Conversion for High-Income Clients Many retirees are familiar with Roth individual retirement accounts and their advantages. But for those high-income clients who have ...

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    • New Money Market Rules

      Recently, the Securities and Exchange Commission approved a series of new rules designed to prevent investors from withdrawing funds from money market mutual funds in times of crisis. This vote came ...

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    • When Trust Beneficiaries are Right for Your IRA

      Many Individual Retirement Account ("IRA") owners give little thought to naming someone other than a loved one as a beneficiary. It is often a reflex to designate a spouse or child in hopes that your ...

      Read More
    • When a Roth Conversion is Right for You

      3 Enticing Benefits of a Roth Conversion for High-Income Clients Many retirees are familiar with Roth individual retirement accounts and their advantages. But for those high-income clients who have ...

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    • Understanding Morningstar

      For many investors, especially those looking for diversification in their retirement plans, mutual funds have become the investment vehicle of choice. Exposure to different asset classes, ...

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    • When Trust Beneficiaries are Right for Your IRA

      Many Individual Retirement Account ("IRA") owners give little thought to naming someone other than a loved one as a beneficiary. It is often a reflex to designate a spouse or child in hopes that your ...

      Read More
    • When a Roth Conversion is Right for You

      3 Enticing Benefits of a Roth Conversion for High-Income Clients Many retirees are familiar with Roth individual retirement accounts and their advantages. But for those high-income clients who have ...

      Read More
    • New Money Market Rules

      Recently, the Securities and Exchange Commission approved a series of new rules designed to prevent investors from withdrawing funds from money market mutual funds in times of crisis. This vote came ...

      Read More
    • New Study Shows Value of Seeking Retirement Guidance

      Is the "gap" between those properly saving for retirement and those who are not widening? According to a new report by Empower Retirement, it is—and at an alarming rate. As Time reports , findings ...

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    • Wake Up Generation Y! (Retire Later)

      Generation Y’rs are considered the future of retirement planning. That being said, for many of them retirement isn’t on their minds and therefore they tend not to save as much money as they should. A ...

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    • 3 Concepts to Think About in the Retire Later Zone (Retire Later)

      If you’re in your 20’s, 30’s or 40’s, then you’re in the “Retire Later” zone. And, if you’re in the “Retire Later” zone, then here are 3 concepts to think about regarding your finances. First: If you ...

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    • Why R.I.A. is the Way: A Case for Registered Investment Advisors -- Retire Soon

      The truth is the future for prospective retirees may indeed usher in a level of uncertainty. Social security, health care law changes, and other macro-economic factors work to shape and reshape the ...

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    • 3 Essential Steps to Retirement Planning (Retire Soon)

      If you are within 10 years from Retirement, you are in the “ Retire Soon ” zone. Here are “3 Essential Steps to Retirement Planning”. First: Do a Current Financial Plan You need to be able to answer ...

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    • IRA Required Minimum Distributions (Retired Now)

      For most people, 70½ is when you need to begin taking a required minimum distribution ("RMD") from a retirement account. Specifically, if you have IRAs, the first RMD must be taken by April 1st of the ...

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    • 3 Essential Steps to a Successful Financial Retirement (Retired Now)

      Are you Retired Now? If so, then you are in the “Retired Now” zone. And as a Retiree, here are “3 Essential Steps to a Successful Financial Retirement”. First: Do You Have Sufficient Retirement Income ...

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    • What 4% Withdrawal Rate? (Retired Now)

      A lot has been written lately on whether the 4% withdrawal rate for retirees makes sense anymore. The theory is if you are retired and you withdraw 4% of your savings annually & increase that dollar ...

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    • Watch out for the Excise Tax (Tax Planning)

      For most people, 70½ is when you need to begin taking a required minimum distribution ("RMD") from a retirement account. Specifically, if you have IRAs, the first RMD must be taken by April 1st of the ...

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