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Registered Rep.
April 28, 2015
David Armstrong |
Editor's Letter: May 2015 It's worth looking at the so-far relatively muted response of the industry to the Department of Labor's second go around in proposing new fiduciary regulations for financial advisors to retirement accounts.   |
Registered Rep.
March 13, 2015
Mark Miller |
Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors. |
Registered Rep.
March 2, 2015
David Armstrong |
Editor's Letter: March 2015 Last week President Obama, in a speech to the AARP, rallied support for the Department of Labor's proposal to enact a fiduciary standard for advisors to retirement portfolios. |
Registered Rep.
January 28, 2015
Kevin McKinley |
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. |
Registered Rep.
January 23, 2015
Mark Miller |
New Law Could Mean Benefit Cuts For Retirees If you have clients receiving a defined benefit pension - or who will in the future - here's what you should know about this legislation. |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Registered Rep.
December 12, 2014
Mark Miller |
When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense. |
Registered Rep.
November 28, 2014 |
Retirement Planning: The View from Vanguard The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. |
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