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I Love You, But Your ‘I Love You Will’ Needs to Go
An ‘I Love You Will’ works great as long as everything goes as planned, but there are three reasons that kind of will may not love you back.
By Allison L. Lee, Esq. • Published
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What Are Fixed Index Annuities, and How Do They Work?
The best part about fixed index annuities: protection from downside risk. And the closer you get to retirement, the more you want protection if the markets have another bad year.
By Tim Schultz, NSSA® • Published
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Lower Taxes on Required Minimum Distributions
Tax Breaks Congress has given retirees more time to take required distributions from their retirement accounts. But postponing withdrawals could cost you a lot of money.
By Sandra Block • Last updated
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For Best Tax Savings, Year-Round Tax Planning Is Essential
For optimal, ongoing tax reduction, consider employing these nine strategies throughout the entire year.
By Andy Leung, Private Wealth Adviser • Published
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From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
By Lindsay N. Graves, Esq. • Published
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How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
By Tom Taulli • Last updated
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Is Inflation a Big Retirement Worry? How to Protect Savings
Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but there are four things you can do to cope.
By Jason “JB” Beckett • Published
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's a summary of what you need to know.
By Kelley R. Taylor • Last updated
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Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do?
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published