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Registered Rep.
October 10, 2014
Mark Miller |
Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients.   |
Registered Rep.
September 26, 2014
Mindy Diamond |
Take the Sunset Package or Sell the Business? For employee advisors, exploring your firm's sunset program might be a sound way to face retirement. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Registered Rep.
August 22, 2014
Mark Miller |
Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget. |
Registered Rep.
July 11, 2014
Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. |
Registered Rep.
June 17, 2014
Alan Lavine |
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. |
Registered Rep.
June 13, 2014
Mark Miller |
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. |
Registered Rep.
May 9, 2014
Mark Miller |
Fund A Business With a 401(k)? Any new business is a risk. But Jan and Chuck Morris financed theirs with a little-known transaction called rollover-as-business-startup. |
Registered Rep.
April 24, 2014
John Kador |
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. |
Registered Rep.
April 16, 2014
Kevin McKinley |
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. |
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