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  • When Trust Beneficiaries are Right for Your IRA
    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
    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
    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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  • Budget: No, Not the Car Rental Company (Financial Planning)
    Budget: No, Not the Car Rental Company (Financial Planning)

    A lot has been written lately about the American taxpayers’ failure to properly budget their finances. In fact, a recent Wall Street Journal article leads with its coverage on financial budgeting. The ...

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  • Advisor Credentials (Financial Planning)
    Advisor Credentials (Financial Planning)

    The Consumer Financial Protection Bureau recently issued a report entitled “Senior Designations for Financial Advisers: Reducing Consumer Confusion and Risks”. While the title gives a good indication ...

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